Assistant Operations

vor 22 Stunden


Zürich, Schweiz Poolside AG Vollzeit

Für eine Vermögensverwaltung in Zürich suchen wir ab sofort oder nach Absprache eine:n Assistant im COO-Bereich Operations (Back-Office, Legal und Compliance, Risk Management) und interne Dienste. Die Stelle ist temporär befristet auf 9-12 Monate, mit Option auf Festanstellung.

Aufgaben

  • Unterstützung Backoffice im Bereich Kundenberatung und Administration, Trainings und Human Resources
  • Täglicher Abgleich der Transaktionen und Portfolios
  • Quartals-Rechnungsstellung an Kundschaft (Invoicing)
  • Support der Kundenberater:innen im Kontoeröffnungs- und Kundenadministrations-Prozess
  • Bearbeitung der Anfragen von externen und internen Business Partnern
  • Ausführung von ad-hoc Aufgaben, Spezialprojekten und Beiträgen zur Digitalisierung
  • Je nach Kenntnisstand Unterstützung des COO in Bezug auf Legal, Compliance und Risk Management in den Bereichen Datenschutz, Anti-Geldwäscherei, Cross-Border Aktivitäten, KYC und Investment-Controlling

Anforderungen

  • Erfahrung in ähnlichen Aufgaben zwingend notwendig
  • Sehr gute Deutsch- und Englischkenntnisse
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