jobsswitzerland.ch
← All jobs

Trust Officer with Federal Specialist Certificate | Associate – Entrepreneurs & Families

CSF Management AG

Employment type
Part-time
Location
Baar
Company
CSF Management AG, Zugerstrasse 32, 6340 Baar
First posted
Apply now
Trust Officer with Federal Specialist Certificate (80–100%) | Associate – Entrepreneurs & Families Accompany entrepreneurs. Develop perspectives. As an Associate, you will be part of demanding mandates for entrepreneurs and entrepreneur families in Switzerland and internationally. Together with experienced colleagues, you will develop step by step towards independent mandate management. At CSF, we accompany entrepreneurs and entrepreneur families with foresight, responsibility, and a long-term perspective. We believe that long-term partnerships create trust and form the basis for sustainable value creation. Your areas of focus: Step-by-step introduction to the care of entrepreneurs and entrepreneur families as well as active participation in demanding mandates Support of mandate management in the development of individual solutions and successive takeover of own tasks and areas of responsibility Management of financial and payroll accounting for operational companies and private structures Preparation of VAT returns as well as participation in interim and annual financial statements Preparation of tax returns for natural and legal persons Collaboration in budget, liquidity, and financial planning Coordination of ongoing mandates as well as ensuring deadlines and appointments Close collaboration with specialists from taxes, structuring, accounting, and law With increasing experience, taking over direct customer contact and independent participation in mandate management Your profile: You like to work with entrepreneurs and entrepreneur families and appreciate long-term partnerships. You think entrepreneurially, work structured and reliably, and convince through integrity, discretion, and a high quality standard. In addition, you bring: Commercial basic training, ideally in the trust or finance sector Further education as a trustee with a federal specialist certificate or a specialist in finance and accounting with a federal specialist certificate – or you are in corresponding training Interest in international mandates and cross-border issues Secure handling of Abacus as well as digital accounting and reporting processes Very good knowledge of Microsoft Excel and Word Very good German and English skills (at least C1) What you can expect from CSF: Demanding mandates for entrepreneurs and entrepreneur families in an international environment Step-by-step development towards independent mandate management Direct collaboration with experienced colleagues and specialists from taxes, structuring, accounting, and law Individual support through coaching, mentoring, and targeted further education Independent work with short decision-making paths and an open company culture Flexible annual working time model with the possibility of compensating for overtime Modern digital work processes and contemporary work equipment Contribution to the promotion of health and well-being We look forward to getting to know you. Send your complete application documents to: CSF Management AG Stauber, HR Business Associate T To the job posting jpid5138083jm jit0728jm jiy26jm

Automatically translated from the original.

Posted 6 days ago

Location

View on Google Maps