Mandate Manager Fiduciary
- Employment type
- Part-time
- Location
- Zumikon
- First posted
Mandate Manager Fiduciary (40-60%)
Trust is the basis of our work.
For many years, we have been accompanying SMEs and private individuals in all fiduciary matters – personally, competently, and reliably.
Our customers appreciate the personal advice. Our team appreciates the trust, personal responsibility, and open interaction with one another.
To complement our team, we are looking for an experienced personality who takes on responsibility and enjoys accompanying people and companies in the long term.
Your area of responsibility
Independent management of your own client portfolio
Financial and payroll accounting
Interim and annual financial statements
VAT returns
Tax returns for natural and legal persons
Advice for your customers
Cooperation with authorities, banks, and social insurance institutions
You are a good fit for us if you …
have the federal diploma in fiduciary services or a comparable further education.
have several years of experience in the independent management of fiduciary mandates.
take on responsibility and enjoy working independently.
appreciate personal contact with your clientele.
find quality just as important as good cooperation.
What awaits you
Personal responsibility
You manage your mandates independently and enjoy great trust.
Personal cooperation
A small, well-coordinated team with short decision-making paths.
Flexibility
Workload between 40 and 60 %, which we will determine together.
Varied mandates
Diverse customers from different industries.
Long-term perspective
A stable company with loyal customers and sustainable relationships.
Let's get to know each other.
Would you like to learn more about the position or our team? Then we look forward to you contacting us or sending your application. jpidcfd29b0jm jit0727jm jiy26jm
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Posted 6 weeks ago