Mandate Manager
- Employment type
- Full-time
- Location
- Geneva
- Company
- Robert Walters Switzerland, 1200 Genève
- First posted
Fiduciary Mandate Manager (80 - 10
Mandate Manager (80 - 100%)
Fiduciary Mandate Manager (80 - 100%) - Genève
Our client, a human-sized fiduciary firm based in Genève, supports a varied clientele through a modern, digital and personalized approach. As part of its development, we are looking for a:
Mandate Manager (80 - 100%)
Fiduciary Mandate Manager (80 - 100%)
Your role
As a Mandate Manager, you autonomously manage a portfolio of clients and are their preferred contact person for all their fiduciary needs. You operate in a digitalized environment promoting efficiency, proximity and quality of advice.
Your responsibilities
Autonomous management of a portfolio of mandates composed of SMEs and private clients
Maintenance and supervision of financial and analytical accounting
Preparation of annual closings and financial statements
Preparation and monitoring of tax returns for individuals and legal entities
Regular advice to clients on accounting, tax and administrative matters
Payroll management from A to Z (payroll, social security statements, aspects related to employees)
Participation in the continuous improvement of internal processes thanks to digital tools
Close collaboration with the partners and the fiduciary team
Your profile
Training in accounting, finance or fiduciary qualification (an asset)
Confirmed experience of at least 7 years in fiduciary services in Switzerland with autonomous management of mandates
Excellent knowledge of Swiss accounting
Good mastery of Swiss taxation for individuals and legal entities
Solid skills in payroll management and social insurance
Comfort with IT tools and a strong interest in digital solutions
Entrepreneurial spirit, sense of customer service and ability to work autonomously
Fluent French; English or German are an asset
Benefits
5 weeks of vacation \+ bridges
A modern, digitalized and agile working environment
Great autonomy in the management of your mandates
A diversified clientele and varied responsibilities jpid711acb9jm jpit0832jm jpiy26jm
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Posted 2 weeks ago