Mandate Manager Trust (80 – 100 %)

About the job

For our team at the Brig location, we are looking for immediately or by arrangement

a 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 and 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 CO
• Enjoy personal client 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 real 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 senior 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.