Clerk / Mandate Manager in International Fiduciary – Also Suitable for Beginners - 80% - 100% (f, m, d) in Zurich or Zug

We are looking for a motivated and ambitious personality for this unique role where you will manage international clients. In this varied environment, you are very close to your HNWI clients and family offices and have excellent advancement opportunities in a specialized fiduciary environment. Does this sound exactly like what you are looking for, and would you describe yourself as the versatile and ambitious practitioner we are looking for?
Then we look forward to your application!

• Independent management and coordination of Swiss holding and asset management companies
• Support and advice for international clients with Swiss companies as well as oral and written contact (mostly in English) with mandate-related contacts
• Close cooperation with the internal accounting and tax department as well as coordination of mandate processes
• Ensuring compliance with regulatory and legal requirements (AML, CRS, FATCA)
• Electronic recording, monitoring, and management of client data in our document management system
• Support in internal or client-related projects

• Entrepreneurial thinking, enjoyment of responsibility, and a high team- and service-oriented working style
• A high quality awareness and an above-average commitment that wants to be recognized
• Flair for optimal prioritization and the ability to juggle tasks, not only resilience for it but also enjoyment
• Solid basic knowledge in topics such as corporate management, tax law, and financial accounting in Switzerland
• First experience in fiduciary services or accounting and ideally in international client consulting
• Confident German and very good English skills in spoken and written form
• Completed basic commercial training (preferably in fiduciary), ideally with further education (bachelor's degree or professional diploma)

• An open, warm team that sticks together and supports each other
• Attractive remuneration with above-average social benefits such as pension fund and employer coverage of UVG and KTG premiums
• Annual voucher for fitness/wellness as well as a half-fare travelcard
• Training opportunities and support for your professional development
• Attractive development and advancement opportunities in a unique professional environment
• Workplace in the heart of Zurich or Zug
• Flat hierarchies in a company owned by employees

For us, certificates and experience are secondary – ambition, responsibility, and the motivation to constantly learn are what make a good employee. If you convince us with your hands-on qualities and your empathy skills, you can fully develop your potential with us.

You can expect a unique working environment with exciting clients and cases in a versatile job that is hardly found on the job market. This is in a "digital enabled" work environment with modern tools for support.