Trust Officer 100% (m/f/d)

What is my role?

• Managing financial and payroll accounting for operational companies and private structures

• Posting daily business in digital processes and preparing VAT returns

• Preparing interim and annual financial statements and supporting audits

• Contributing to budget and medium-term planning

• Preparing payrolls and salary certificates and settling with social insurances

• Preparing tax returns for natural and legal persons

• Supporting the mandate management in client projects and taking on own areas of responsibility

• Deadline monitoring and coordination of ongoing mandates

• Participation in annual planning and organisation of mandates

What do I need to be successful?

• A keen sense of client needs and enjoyment in building long-term relationships

• Structured, reliable working style with a high standard of quality

• Discreet and confident demeanour

• Commercial basic training, ideally in the trust or finance sector

• Further training as a trustee with a federal diploma or financial and accounting specialist with a federal diploma (or in training)

• Confident handling of Abacus and digital accounting processes

• Very good Microsoft Office skills, especially Excel

• Very good German and English skills (C1)

What are my benefits?

• Work in an international mandate environment with long-term oriented entrepreneurs

• Gradually increasing independence in managing demanding mandates

• Individual support on the way to mandate management with coaching by experienced Senior Advisors

• Close collaboration with specialists in taxes, structuring, accounting and law

• Participation in external training for professional development

• Flexible annual working time model with room for personal responsibility

• Collegial environment with personal exchange and regular team events

• Contribution to promoting health and well-being

What distinguishes the company?

Our client is an established company in the trust and finance sector that supports entrepreneurs and their families in Switzerland and internationally with complex financial, tax and administrative issues. With a team of experienced specialists, the company offers customised solutions and places great value on long-term client relationships, individual employee development and a collegial working environment.

Languages
German: C1 - Business fluent
English: C1 - Business fluent

Workplace
Zug

Vacancy number
VA-7M6-BRW