Administrative Assistant

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 looking for a senior administrative assistant. Hierarchical superior: 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: CDI - 80 to 100% Availability: immediately or by arrangement Residence: In Switzerland (Canton of Geneva or nearby) Education and skills: Higher education in finance, law or economics. A minimum of 5 years of experience as an assistant in wealth management Rigor, reliability, precision Sense of customer service Cooperation, team spirit IT tools: banking software, Excel (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: Searching outside of placement agencies and recruitment firms please. jpid5c349c5jm jpit0731jm jpiy26jm