Zürich
Mandate Manager Trust (m/f/d)
- 26 October 2026
- 80 – 100%
- Permanent position
- CHF 100 000 - 120 000 /year
- German (Native language), English (Intermediate)
- Zürich
About the job
We have developed a web-based online platform for job searching and talent acquisition that digitalises the application process and supports the company in quickly recognising talents in the market and securing them for the long term. With a digital Rocken profile, every applicant can quickly and easily connect with market-leading companies and share their profile.
Our work places people at the centre, both technologically and organically. Rocken® offers executive search and talent management consulting to address the personal and individual needs of each person and to implement these optimally in recruitment and career planning.
Mandate Manager Trust (m/f/d)
Salary - CHF100,000 - 120,000Trust, property management, business consulting – our Rocken partner combines all competencies under one roof. As an established service provider with several branches, the company supports SMEs, private individuals, and property owners in all legal, tax, and business management matters. The scope of activities includes classic trust services, comprehensive property consulting, as well as tailored solutions for business succession and development. The Rocken partner relies on digital tools and modern software solutions that ensure efficiency and transparency. The working style is characterised by customer proximity, trust, and a clear focus on practical advice. Expertise and reliability are at the heart of daily actions. Are you ready to contribute your expertise in a versatile environment? The Rocken partner offers you the platform to develop further and create real added value.
Role:
Responsibility for mandate management and support.
Preparation of annual financial statements and tax returns for natural and legal persons.
Execution of accounting tasks and preparation of monthly and quarterly financial statements.
Advising clients on business management and tax matters.
Assisting in the preparation of budgets and financial plans.
Supporting the introduction and optimisation of internal processes.
Close collaboration with the team and clients.
Participation in further training and courses for continuous development.
Requirements:
Completed commercial basic training.
Professional certificate in trust services.
At least 3 years of professional experience in the trust sector.
Sound knowledge of Swiss accounting and tax legislation.
Confident handling of common trust software solutions.
Strong analytical skills and a structured way of working.
High customer orientation and communication skills.
Team spirit and willingness to continuously develop.
ROCKEN Jobs:
https://rocken.jobs
Create profile:
https://rocken.jobs/application/profil-erstellen/
Contact
Angelika Eisfeld,
+41443852165
