Beschreibung
Within a small team, you will be responsible for managing and monitoring client accounts, all order executions, as well as various administrative tasks inherent to the role, in compliance with regulatory frameworks and internal directives.
JOB DESCRIPTION:
Execution and monitoring of all orders (buying - selling on the stock exchange, transfers, cheques, cash control, fiduciary placements, mortgage loans, etc.).
Verify their correct execution
Control and monitor the balance position and movements of client accounts
Manage all account openings and closures from an administrative and IT perspective
Answer telephone calls, identify the client, maintain confidentiality.
Manage secretarial tasks (writing, formatting, updating documents, filing, etc.)
Prepare client visits (document preparation, agenda, conference room, etc.)
Various tasks inherent to the position (office supplies, mail, etc.)
PROFILE SOUGHT
Bachelor / CFC as a bank commercial employee or equivalent diploma
Minimum 4-5 years of similar experience as a management assistant in a bank or Family Office
Mastery of account opening and closing processes (AML, OAR, etc.)
Good knowledge of financial products and services
Native French speaker with a very good level of English (min. C1)
Proficient in MS Word, Excel (spreadsheets) and PowerPoint
Comfortable communicating with clients
Organised, conscientious, proactive person with a good team spirit
Ability to take initiative and work independently
Flexible, personable with impeccable presentation
Swiss or valid permit.
Type of employment: 100%
Job location: On-site
Applications not meeting the stated requirements will not be considered. We guarantee absolute discretion in the examination of the application files submitted to us.