Kloten

Mandate Manager in Fiduciary with Professional Certificate 60-100% / Permanent

18 September 2026
100%
Permanent position
Kloten

About the job

Introduction

Personal & independent client support, diverse mandates and a team where collaboration is highly valued.

For our client, a fiduciary company established and owner-managed for over 20 years, we are looking to strengthen the team with a team-oriented, committed and independent personality.
Our client stands for personal care, mutual trust and uncomplicated cooperation. The company serves a varied clientele in the SME sector from a wide range of industries.

Type of Work

In this versatile position, you take responsibility for your own mandates and advise your clients competently and personally
Independent management and leadership of fiduciary mandates
Management of customer and payroll accounting
Preparation of interim and annual financial statements
Preparation of tax declarations for natural and legal persons
Advising clients on fiduciary and tax matters
Management of mandates in the area of real estate accounting
Support with company formations
Handling issues related to matrimonial property and inheritance law
General fiduciary and consulting tasks

Depending on your interests and experience, the scope of duties can be individually designed and further developed.

What to expect:

Our client offers you a varied working environment with exciting mandates and a lot of personal responsibility
A young and collegial team
Independent work with a lot of trust and scope for creativity
Personal exchange and short decision-making paths
Possibility for home office by arrangement
Room for professional and personal development
A diverse client base from various industries
Modern and pleasant working conditions with air-conditioned office spaces
Height-adjustable standing desks depending on the workplace
Very good accessibility: approx. 10 minutes on foot from the station

Interested?

Would you like to bring in your fiduciary experience, take on responsibility and at the same time work in a personal and uncomplicated environment?

Then we look forward to meeting you!

Requirements Profile

You are an open, reliable and entrepreneurial-minded personality who enjoys working independently and at the same time values exchange within the team.
You have several years of experience in the fiduciary sector or bring broad and solid experience in accounting
Federal professional certificate in fiduciary services or finance and accounting
Enjoy working independently and taking on responsibility
A structured, precise and solution-oriented way of working
Enjoy personal client contact
Team spirit, helpfulness and a strong willingness to share knowledge with others
Interest in looking beyond your own specialist area

Categories:

Finance / Trusts / Real Estate, Accounting, Trusts