Paralegal Family Office

Vor 5 Tagen


Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

About Our Client

A Family Office based in Geneva.

Job Description

  • Assist with the preparation, research, and management of documentation for wealth planning projects.
  • Act as a point of contact between clients and external advisors to facilitate information and documentation exchanges.
  • Support the creation of tailored financial strategies, including estate planning and investment structuring.
  • Conduct research on legal and tax-related matters as needed.
  • Oversee the subscription process for private equity funds, including completing and coordinating subscription forms.
  • Track deadlines to ensure all submissions meet fund requirements.
  • Serve as the primary contact for internal teams, providing guidance and resolving queries related to fund subscriptions.
  • Ensure compliance with regulatory standards, including adherence to FATCA and CRS requirements, while staying informed about regulatory updates.

The Successful Applicant

  • Education: Bachelor's or Master's degree in law - a Paralegal certification is a plus.
  • Experience: At least 3 years of relevant experience in a legal or financial services setting, such as wealth management, a law firm, or investment management.
  • Knowledge: Solid understanding of wealth planning principles, private equity fund subscription processes, and applicable regulations. Familiarity with FATCA and CRS is a plus.
  • Languages: Ability to work both in French and English.
  • Skills:
    • Exceptional organizational and time management skills.
    • Strong written and verbal communication abilities.
    • Ability to manage multiple priorities and meet tight deadlines.
    • Keen attention to detail and accuracy.

What's on Offer

  • Join a dynamic and collaborative environment with opportunities to grow professionally.
  • Competitive salary and benefits package.
  • A chance to contribute to impactful projects in a fast-moving sector.
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