Family Office Assistant
Kaleso SA
Key information
Publication date:
16 mars 2023Workload:
80 – 100%Contract:
Permanent positionPlace of work:
Rue de Bourg 30, 1003 Lausanne
KALESO is recognized as a premier multi-family office representing families, their affiliated structures, and their family offices.
We are looking for a motivated Assistant (80%-100%)
Responsibilities and duties:
- General administrative activities related with the branch (reception, answering calls, mail management, etc.)
- Managing supplier invoices
- Assisting Senior Administrators, Managers and Directors on day-to-day administration of structures
- Establish and maintain required internal documentation, files, and records
- Interact and provide administrative support to Relationship Manager, Management, Compliance and various intermediaries
Qualifications and skills:
- Minimum of 2-3 years of working experience in a Fiduciary, a bank or in a family office
- Fluent in Business English and a good level of spoken and written French
- Basic accounting skills and knowledge
Interpersonal skills:
- Trustworthy and ability to maintain strict confidentiality
- Ability to work independently and follow through on assignments with limited direction
- Strong time and project management skills, ability to prioritize, meet short deadlines and be punctual
- Highly motivated and team oriented
- Computer proficient and ability to use Microsoft Office and other software programs
Education / Certification / Licenses:
- CFC Commercial or equivalent
- Willing to study STEP Foundation/Diploma
Availability:
- Immediately or to be discussed
Contact
- Dominique Tavares
Kaleso SA
No recruitment agencies please