Job Title: Senior Administrative Assistant (Wealth Management - Geneva) "Permanent Position (CDI)" – 80 to 100%
Administrative Assistant
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.
jid5c349c5aen jit0731aen jpiy26aen
Administrative Assistant
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.
jid5c349c5aen jit0731aen jpiy26aen
Kontaktdaten:
de Pury Pictet Turrettini & Cie SA Recruiting-Team
