Mandate Manager Trust (80 – 100 %)

About the job

Since 1998, we have been based in Brig-Glis. Today, over 60 employees work at six locations for SMEs and private individuals – from accounting to taxes and real estate, to auditing and business consulting. Experienced professionals and young specialists work closely together with us, knowledge is shared, responsibility is handed over. Our claim in this: With understanding from the heart.

For our team at the Brig-Glis location, we are looking for a mandate manager immediately or by arrangement:

Mandate Manager Trust (80 – 100 %)

Your tasks

• You manage your own portfolio of SME mandates across industries and are the central contact person for these clients – from ongoing accounting to annual financial statements to tax returns.
• You support your clients with business management and tax law questions and involve our specialists from other locations in special cases.
• You maintain close communication with our administrative staff. Here, people work not only with each other but for each other – and think beyond their own mandate.
• You support management in projects and contribute your ideas to the further development of our services.

Your profile

• Commercial basic training and professional certificate or expert diploma in fiduciary services – or you are about to complete it
• At least 3 years of experience in a fiduciary company; confident in preparing financial statements according to Swiss Code of Obligations (OR)
• Enjoy personal customer contact; you present yourself professionally and solution-oriented
• You work independently, plan proactively and keep an overview even in intense phases
• You communicate confidently in German, both orally and in writing

What to expect with us

• Your own mandate portfolio with genuine scope for design and direct contact to management
• The breadth of a company active throughout Switzerland: internal training workshops and specialists for auditing, taxes and real estate
• A company owned by its own employees, all shares are held by employees, and managerial staff can acquire them.
• Those who commit sustainably are rewarded: long-service gifts in the form of participation certificates.
• Further training financially supported by us
• A modern workplace in the heart of Brig-Glis

Questions about the position?

Martin Berchtold, site manager, will be happy to provide information by phone. For an initial contact, your CV is sufficient – everything else will be discussed personally.