Valiant Bank AG
Gümligen
Specialist Administration Team Customer/Inheritance 60 - 80 %
- 27 March 2026
- 60 – 80%
- Gümligen
About the job
Simplifying together. Because life is full of possibilities. And at the same time has become complex. That is why we are looking for employees who drive simplicity forward together with us.
You will
- handle inheritances and estates comprehensively – from checking the legitimisation documents to approving payments and account reconciliations
- process guardianships
- handle enquiries from debt enforcement and bankruptcy offices
- issue confirmations, conduct complex research and manage edition orders
- take on tasks in the customer area (e.g. dunning, bank-held correspondence, unclaimed assets)
- support our front-line employees as a competent contact person and maintain telephone and written contact with heirs
You bring
- a completed commercial basic training (preferably in the banking or notary environment)
- conversational French skills
- an independent, careful and precise way of working
- a communicative, team-oriented and decisive personality with high resilience and diligence
About us
Valiant is an independent Swiss financial service provider operating exclusively in Switzerland. It offers private customers and SMEs a comprehensive, easily understandable range of financial services. Valiant is locally anchored in the following 15 cantons: Aargau, Basel-Landschaft, Basel-Stadt, Bern, Fribourg, Jura, Lucerne, Neuchâtel, Schaffhausen, Solothurn, St. Gallen, Thurgau, Vaud, Zug and Zurich. In addition, it is present throughout Switzerland thanks to innovative digital services. Valiant has a balance sheet total of 38.2 billion Swiss francs and employs around 1200 staff – including over 70 trainees.