Trust Expert 60 - 100% (m/f/d)

What is my role?

Our client is looking for you as a trust expert for the independent management of exciting mandates. You will become the central trusted person for your clients and support them in all financial matters.

Your main tasks include:

• Manage your own diverse client portfolio from various industries

• Prepare meaningful annual financial statements and financial analyses that provide real added value for strategic decisions

• Develop clever tax optimisation strategies and become a valued sparring partner for your clients

• Create professional payrolls and advise on personnel management issues with direct impact

• Actively participate in strategic projects, from company valuations and succession planning to restructurings

• Expand your horizons according to your interests through exciting insights into audit and review mandates

What do I need to be successful?

You are exactly the person our client is looking for if you recognise yourself in this profile:

Your professional foundation is solid: The Swiss federal certificate as a trustee already adorns your documents, you are on the home stretch of your training, or you have an equivalent qualification that makes you a true professional.

What really distinguishes you:

• Direct client contact is not a chore for you but your passion

• You confidently juggle several mandates simultaneously without ever compromising on quality

• Your independent working style gives you the freedom to act responsibly and deliver excellence

• Team spirit is not just a phrase for you: you generously share your know-how, actively seek input from colleagues, and are an energy giver for the team dynamic

• When things get hectic, you rise to the occasion. You tackle challenges proactively instead of going on the defensive

• You see digitalisation as a turbo for your work, not a threat. Experience with modern accounting tools?

What are my benefits?

Imagine starting every morning with the certainty that your work really matters. In an environment that values your expertise and actively promotes your development. Our client offers you not just a job but a professional home where you can fully develop your talents.

Specifically, you can expect:

• Real freedom to shape your mandates. You lead, you decide, you make an impact

• A team that stands up for each other: flat hierarchies, open doors, and colleagues who not only listen to your ideas but actively embrace them

• Tailored further training that advances your career purposefully and makes you a sought-after expert

• Flexible working time models that adapt to your life

Here, responsibility and team spirit merge into a working culture that will inspire you.

What distinguishes the company?

Our client is an established trust company in the Bern region that has been successfully advising SMEs and private individuals on all financial matters for years. With a broad range of services from classic accounting to tax advice, auditing, and business consulting, the company offers its clients comprehensive expertise from a single source. The combination of professional competence, personal care, and forward-thinking makes the company a valued partner for its clients.

Languages
German: C2 - Native level

Work location
Bern

Vacancy number
VA-KLW-MH8