Clerk: Membership Affairs & Compliance (80–100 %)

About the job

Job Description

Do you want to do more than just administer, but take responsibility and develop professionally?

As a recognised self-regulatory organisation (SRO) in the financial sector, we contribute to the effective implementation of legal requirements for anti-money laundering. For our office in Bern, we are looking for a reliable commercial specialist for an 80–100% workload, starting immediately or by arrangement.

The position combines member contact, application and data administration with clearly defined compliance tasks. It is suitable for qualified commercial employees with a Federal VET Diploma (EFZ) who wish to develop further in compliance, as well as for persons with additional paralegal or compliance qualifications. Your area of responsibility will be adapted to your education and experience.

Your Tasks

• Member contact and communication: You handle emails, mail and telephone enquiries, answer standard questions in a friendly and binding manner, and forward technical or urgent matters appropriately.
• Follow-up applications and files: You record incoming applications and documents, check them for completeness according to clear guidelines and checklists, request missing documents, and monitor pending items and deadlines.
• Member and data administration: You maintain our member and address data, manage electronic files, create lists, and ensure complete, up-to-date and comprehensible documentation.
• Correspondence and invoice administration: You write and process standard correspondence, create mail merges, and assist with the careful preparation of member and course invoices.
• Course and event administration: You manage course registrations, participant correspondence and course materials, and support the organisation of training sessions, meetings and other events.
• Compliance and legal support: Depending on your education and experience, you check documents according to clear guidelines, conduct research, prepare correspondence and decision-making bases, and document your results comprehensibly.
• Processes and digitalisation: You contribute to the improvement and digitalisation of our workflows, test new solutions from a user perspective, and help to further develop our administration efficiently and reliably.
• Substitution and responsibility: You support your colleagues during absences and, after thorough familiarisation, take on your own area of responsibility.

Your Profile

• You must have at least a completed commercial basic education as a commercial clerk EFZ or an equivalent or higher recognised qualification.
• A further education or professional experience as a paralegal or in the fields of law, compliance, fiduciary or financial services is welcome but not a prerequisite.
• Ideally, you bring experience from an administration, law firm, authority, fiduciary company, insurance, association or another regulated environment.
• You have very good German language skills, both spoken and written, and present yourself on the phone in a friendly, calm and binding manner.
• French language skills are particularly valuable for our nationwide member support; Italian language skills are an additional plus.
• You work carefully, structured and independently, keep deadlines and pending matters in view, and handle confidential information discreetly.
• You are proficient in MS Office and quickly familiarise yourself with databases, specialised applications and new digital tools.
• You like to take responsibility and are willing to reliably handle both core administrative tasks and increasingly demanding specialist tasks.
• You appreciate working in a small team, short decision-making paths and a pragmatic, supportive interaction.

What to Expect from Us

• A meaningful activity: Your work directly contributes to ensuring the quality of our supervision and effectively implementing the legal requirements for anti-money laundering.
• A concrete development perspective: You will be thoroughly familiarised, can attend selected internal AML and compliance specialist courses, and gradually take on additional file, research and specialist responsibilities.
• Own responsibility: After familiarisation, you will receive a clearly defined area of responsibility that you can manage and develop independently.
• Variety instead of pure routine: You combine member contact and administration with compliance, file work, course organisation and process improvement.
• Plannable collaboration: Telephone duty is organised within the team. In addition, you have working hours available for the concentrated processing of your files and pending matters.
• A small, committed team: You benefit from direct professional exchange, mutual support and short decision-making paths.
• Fair employment conditions: We offer five weeks’ holiday, contemporary social benefits and a function-appropriate salary that reflects education, experience and assumed responsibility.
• Central workplace: Your workplace is centrally located in Bern. Due to member contact and close teamwork, the position is designed as an on-site function.

Have We Aroused Your Interest?

We look forward to receiving your CV, work certificates and diplomas as well as a brief letter of motivation.

Please send your application documents to:

Contact

SRO-TREUHAND|SUISSE MLaw Lea Walti Monbijoustrasse 20 3011 Bern