Administrative Assistant

Job Title: Senior Administrative Assistant (Wealth Management - Geneva)

"Permanent Position (CDI)" – 80 to 100%

On behalf of a management group, within our private client department, we are seeking a senior administrative assistant.

Line Manager: One of our Managing Partners

JOB DESCRIPTION

Main tasks:

• Ensure the opening of client accounts from an administrative and IT perspective;
• Assist the management team in the administrative management of client files;
• Manage and process client files, including from a risk and compliance perspective;
• Manage client payment traffic, in collaboration with custodian banks,
• Regular contact with clients in French and English;
• Manage client portfolio liquidity,
• Prepare client files for visits;
• Manage credit files and their renewals, in collaboration with custodian banks.

Duration: Permanent contract - 80 to 100%

Availability: Immediately or to be agreed

Residence: In Switzerland (Canton of Geneva or nearby)

Education and skills:

Higher education in finance, law or economics.

A minimum of 5 years’ experience as an assistant in wealth management

Rigour, reliability, precision

Customer service orientation

Cooperation, team spirit

IT tools: banking software, Excel (including macros) and Microsoft Office suite

Languages: French and English - fluent mandatory. Any other language is an asset

Experience with an Independent Manager, Family Office will be considered an asset.

Only candidates who meet the criteria will be contacted.

NB: Please no applications from placement agencies or recruitment firms.