Client Advisor Assistant
vor 7 Stunden
Client Advisor Assistant & Office Manager (part-time job at 80%)
Founded in 2003, Nevastar Finance is an independent wealth & asset management company that serves clients globally through its offices in London, Zurich, Geneva, and Luxembourg.
We offer fully integrated and tailored investment solutions thanks to our team of over 40 professionals with varying backgrounds and experiences. Our investment teams manage over $4.6bn across multiple asset classes with successful track records, including equities, fixed income, hedge funds, private equity, and real estate investments globally.
Nevastar’s broad investment capacities and flat structure promote collaboration between teams and enable it to offer a “one-stop shop” to its clientele, which includes high net worth individuals, endowments, family offices, and other institutions.
Nevastar Finance is now actively looking for a professional to join its Geneva Office as a Client Advisor Assistant & Office Manager.
The successful candidate will work closely with the Compliance team and will be responsible for performing all the following duties:
CLIENT ADVISOR ASSISTANT FUNCTIONS:
- Complete data checklists for new relationships
- Gather KYC information and documentation and liaise with custodian bank
- Perform Anti Money Laundering pre-checks and prepare documentation for Compliance officer
- Preparation of Nevastar agreement and documents
- Maintenance of client database and other systems
- Client account maintenance:
- Execute clients’ instructions
- Assist the Compliance officer in Due Diligence reviews
- Support Bankers in providing advice and guidance related to clients’ accounts
- Liaise with clients upon custodian banks or internal requests
- Calculate management fees and prepare invoices
- Coordination with custodian banks:
- Support in onboarding of new custodian banks
- Support in Due diligence reviews of existing custodian banks
- Execute on custodian banks’ requests
- Maintenance of accesses for employees
OFFICE MANAGER FUNCTIONS:
- Manage DHL and postal mail
- Process office’s monthly expenses and liaise with the external accountant
- Archiving
- Welcome visitors
- Order office equipment and liaise with service providers
- Organisation of meetings and conference room planning
Prerequisites:
- 3-5 years of previous work experience in both “Client advisor assistant” and “office management” capacities
- Pro-active, highly organised, solution-oriented, punctual, with a positive corporate & “can-do” attitude
- Proficient in both French and English
- Independent & self-initiated
- Strong interpersonal skills to build good relationships with colleagues, clients, and external partners
- Swiss citizen or valid Swiss permit
Mid-Senior level
Employment typePart-time
Job functionConsulting, Information Technology, and Sales
IndustriesInvestment Management
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