Mandate Manager 50-100%

About the job

Trusteeship with responsibility – reliable, personal, tailored

We are a well-coordinated trusteeship team in Pratteln and support SMEs from various industries. Our mandates are diverse and often demanding.

To strengthen our team, we are looking for an experienced trusteeship professional who independently manages mandates, takes responsibility, and enjoys direct customer contact.

Mandate Manager Trusteeship (50–100%)

You know the trusteeship business from several years of practice, keep an overview even with demanding issues, and want to contribute your experience in a personal and professional environment.

We are open to different working models. Part-time and full-time are equally welcome.

Your role:

You independently manage your mandates and are the central contact person for your clients. In doing so, you think beyond pure mandate processing, recognise advisory needs, and actively contribute your experience to the further development of the company. If you like to take responsibility and help shape things, you will find the appropriate scope with us.

Your tasks

• Independent management and leadership of SME mandates
• Managing financial and payroll accounting as well as preparing annual financial statements
• Preparing tax returns for natural and legal persons
• Advising our clients on trusteeship and business management issues
• Contributing to the further development of processes and services
• Participation in the audit area if interested

You bring with you:

• Completed professional training in trusteeship or finance and accounting, for example, trusteeship certificate, finance and accounting certificate, or a comparable qualification
• Several years of professional experience in trusteeship and experience in independently managing mandates
• Sound knowledge in accounting, payroll, and taxes as well as enjoyment in advising SME clients.
• Confidence in direct customer contact and a strong service orientation
• Digital affinity and proficient use of financial applications (such as PEBE, Bexio, Dr. Tax, Revio)
• Very good user skills with Office 365, especially Excel
• Independent, structured, and solution-oriented working style
• Very good German language skills in spoken and written form, English skills are an advantage
• You think ahead, take responsibility, and keep an overview even with several concurrent mandates.

What we offer you:

• Exciting and varied SME mandates with direct customer contact
• A collegial team with short decision-making paths
• Lots of personal responsibility and the opportunity to take on responsibility beyond mandate work and help shape the company
• Support and participation in professional training
• Attractive employment conditions and modern work equipment
• Very good social benefits (no non-occupational accident insurance, no daily sickness allowance insurance, and no BVG coordination deduction) as well as a fair, above-average salary
• Workplace in Pratteln with good accessibility and a free parking space

If you want to contribute your experience in the trusteeship area and actively help shape the further development of the company, we look forward to receiving your application.

For professional questions, Daniel Stohler (management) is happy to assist you by phone at +41/ 61 377 82 22. More about our company can be found at: www.baltrex.ch

We look forward to meeting you.