Assistant Private Clients with personal matters / family office (Zug) Looking for career opportunities within a midsized boutique organization? Join Our Client! Our Client is a midsized boutique organization specialized in fiduciary services, administration and other financial services on behalf of multinational companies, private equity and real estate firms, private investors and/or their advisors. A vacancy has arisen within their office in the vicinity of Zug and they are looking for a talented, motivated, social and proactive assistant private clients with personal matters / family office.
Responsibilities
Supporting the clients in all aspects of a busy and involved calendar.
Overseeing their personal agenda, checking all private meetings and coordinating with the office on business meetings.
Handling international travel and checking on all latest Covid requirements.
Dealing with commercial and private transport, accommodation, transfers, currency, insurance, visas & VIP travel.
Arranging family and business travel and itineraries/accommodations, and being flexible outside of hours when required.
Liaising with all contacts when required, scheduling appointments, board meetings and private meetings.
Handling all private payments and insurance policies.
Recruiting household staff.
Reconciling expenses and assets.
Checking all credit‑card payments.
Managing personal bank accounts and reconciliation.
Scheduling day‑to‑day appointments for the family (e.g., doctors, dentists).
Sourcing tickets for high‑level events.
Handling post and calls.
Providing personal admin and sourcing gifts and unusual items.
Maintaining discretion and confidentiality.
Supporting the clients out of hours, especially when in different time zones and working around their work hours.
Using modern technology and communication methods, including Zoom etc.
Possessing a high level of written and spoken English and a willingness to learn and grow in the role.
Providing some support to the trustees team when the clients abroad will be required (both in the office and remotely) with training given if needed.
Working with a helpful and supportive team that will assist you to succeed and grow in the role.
Job Requirements
Bachelor's degree in Finance, Accounting, or Business.
At least one year working in a Trust department preferred.
Good communication skills and the ability to liaise with people internationally, through spoken and written channels and at all levels.
Excellent English written and verbal communication skills; German important; Dutch, Spanish or Russian a bonus.
We Offer
A challenging job in a rapidly expanding international company, with an informal company culture.
The opportunity to expand your knowledge with excellent prospects for a further international career in one of our worldwide offices.
Perks: Reimbursement of public transportation membership card, company events, 25 paid holidays per year + bank holidays, pension plan.
Location Vicinity of Zug, Switzerland
#J-18808-Ljbffr
Responsibilities
Supporting the clients in all aspects of a busy and involved calendar.
Overseeing their personal agenda, checking all private meetings and coordinating with the office on business meetings.
Handling international travel and checking on all latest Covid requirements.
Dealing with commercial and private transport, accommodation, transfers, currency, insurance, visas & VIP travel.
Arranging family and business travel and itineraries/accommodations, and being flexible outside of hours when required.
Liaising with all contacts when required, scheduling appointments, board meetings and private meetings.
Handling all private payments and insurance policies.
Recruiting household staff.
Reconciling expenses and assets.
Checking all credit‑card payments.
Managing personal bank accounts and reconciliation.
Scheduling day‑to‑day appointments for the family (e.g., doctors, dentists).
Sourcing tickets for high‑level events.
Handling post and calls.
Providing personal admin and sourcing gifts and unusual items.
Maintaining discretion and confidentiality.
Supporting the clients out of hours, especially when in different time zones and working around their work hours.
Using modern technology and communication methods, including Zoom etc.
Possessing a high level of written and spoken English and a willingness to learn and grow in the role.
Providing some support to the trustees team when the clients abroad will be required (both in the office and remotely) with training given if needed.
Working with a helpful and supportive team that will assist you to succeed and grow in the role.
Job Requirements
Bachelor's degree in Finance, Accounting, or Business.
At least one year working in a Trust department preferred.
Good communication skills and the ability to liaise with people internationally, through spoken and written channels and at all levels.
Excellent English written and verbal communication skills; German important; Dutch, Spanish or Russian a bonus.
We Offer
A challenging job in a rapidly expanding international company, with an informal company culture.
The opportunity to expand your knowledge with excellent prospects for a further international career in one of our worldwide offices.
Perks: Reimbursement of public transportation membership card, company events, 25 paid holidays per year + bank holidays, pension plan.
Location Vicinity of Zug, Switzerland
#J-18808-Ljbffr
assistant private clients (zug) Arbeitgeber: Lexius Search
Lexius Search bietet eine dynamische und unterstützende Arbeitsumgebung in Zürich, wo Teamarbeit und individuelle Entwicklung großgeschrieben werden. Unsere Mitarbeiter profitieren von flexiblen Arbeitszeiten, umfangreichen Weiterbildungsmöglichkeiten und einer positiven Unternehmenskultur, die Vielfalt und Inklusion fördert. Als Arbeitgeber legen wir großen Wert auf die persönliche und berufliche Entfaltung unserer Mitarbeiter, was diese Position besonders attraktiv macht.
