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
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
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Posted 6 days ago