Assistant Client Advisor (m/f) 80 - 100 %

About the job

FINAD is one of the oldest independent family offices in Switzerland. From our offices in Zurich, Vienna and Hamburg, we advise international families, entrepreneurs and foundations on all matters of wealth.

To continue to serve our demanding clientele at the highest level and to support our client advisors as well as ensure a smooth office routine, we are looking immediately or by arrangement for a

Assistant Client Advisor / Office Manager 80-100 %.

You are team-oriented, inspire clients with your dynamic and professional appearance, have an interest in challenging projects, are well organised and accustomed to working carefully and efficiently under time pressure.

We offer you an exciting and varied position, modern office premises in the heart of Zurich, an attractive salary, good social benefits and the opportunity to actively participate in a dynamic working environment.

Your tasks

• Responsible for professional correspondence with clients, business partners and internal teams personally, by telephone and by e-mail
• Support in acquiring new client relationships as well as onboarding new clients
• Recording and processing of stock exchange orders
• Support with research and preparations for client meetings and projects, e.g. market analyses, data preparation and reporting
• Interface to custodian banks and other external specialists
• Active participation in internal projects
• Support client reception and telephone service

Responsibility for office management (e.g. ordering office supplies, mailings, intranet, coordination of external service providers, etc.)

Your profile

• Completed commercial training or similar qualification
• At least 3 years of professional experience, preferably in the finance, fiduciary sector or a law firm
• Basic knowledge and interest in financial markets and economic topics
• High reliability, structured working method and a pronounced attention to detail
• Efficient, flexible and independent organisation and coordination of tasks and people
• Experience in handling confidential information and a high degree of discretion
• Interest in familiarising yourself with new subject areas and participating in projects
• Confident use of MS Office (especially Word, Excel and PowerPoint); experience with CRM systems and document management software is a plus
• Fluent German and English skills, both spoken and written

If you feel addressed, we look forward to receiving your application. Please send your meaningful and complete application documents (CV, cover letter, performance records and references) by e-mail to the attention of Besime Van