Schweiz

Assistant Clients Privés - 80% - 100% (f, h, d) à Aarau

Assistant Clients Privés - 80% - 100% (f, h, d) à Aarau
Anzeigentext
KENDRIS is an international consulting firm for affluent clients.

Tasks

Support the management of Swiss companies and international entities.

Assist in the administration of charitable Swiss foundations.

Handle daily administrative tasks and client communication.

Skills

Commercial education or equivalent with 2-4 years of experience.

Fluent in Business English and German, both written and spoken.

Strong MS Office skills and digital affinity.

Assistant Private Clients - 80% - 100% (f, m, d) in Aarau To strengthen our team, we are looking for a committed and experienced individual as

Assistant Private Clients

by arrangement.

An exciting role with varied challenges awaits you. Sounds interesting? Then we look forward to receiving your application!

Your responsibilities

Supporting the mandate managers in the daily care and administration of Swiss public limited companies, international holding, finance, trading and management companies as well as trusts and foundations.

Assisting with the administration of non-profit Swiss foundations.

Supporting payment transactions including monitoring and filing of documents.

Electronic recording, monitoring and management of client data via our electronic document management system.

Oral and written contact, mainly in English as well as in German, with mandate-related contacts (clients, business partners, banks, colleagues, etc.).

Independent handling of daily administrative tasks such as preparing documents, assisting with business transactions including compliance.

Your profile

Commercial training or equivalent.

2 to 4 years of professional experience, ideally in fiduciary services or private client business (financial sector).

Experience in servicing HNWIs (high-net-worth individuals) is an advantage.

Flexible and proactive personality who enjoys working in a team and has a strong digital affinity.

Reliable, open-minded, independent and resilient personality.

High quality awareness, precise and responsible working style and excellent task management are expected.

Quick comprehension and networked thinking.

Fluent in business English and German (spoken and written).

Very good MS Office skills (Outlook, Word, PowerPoint, Excel), experience with ViewPoint and SharePoint is an advantage.

What we offer you

A responsible position with development opportunities.

A well-coordinated team with an open feedback culture.

Opportunity to contribute to process improvements and system implementations.

Flexible working time models with home office solutions by arrangement with the supervisor and at least 5 weeks of holiday.

Attractive remuneration with above-average social benefits such as pension fund and employer coverage of UVG and KTG premiums.

Annual voucher for fitness / wellness etc. as well as a half-fare travelcard.

Modern workplace and work location in the heart of Aarau.

Direct applications are preferred

Questions? Please contact:

Delia Meierhofer HR Business Partner +41 58 450 58 03

#J-18808-Ljbffr
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Weitere Informationen zur Anzeige

Die Anzeige Assistant Clients Privés - 80% - 100% (f, h, d) à Aarau wurde bei Locanto in der Rubrik Aarau Finanzen, Banken, Versicherung veröffentlicht.

In dieser Rubrik finden Sie weitere Anzeigen, wie Fachspezialist*in Kreditverarbeitung, Aarau, Hypothekarspezialist:in, Frick oder Versicherungsberater , 100%, Region Zug/Luzern / hybrid in Aarau. Derzeit gibt es 6 Anzeigen in der Rubrik Finanzen, Banken, Versicherung in Aarau auf Locanto.

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