Senior Financial Assistant

vor 1 Tag


Zürich, Zürich, Schweiz Stonehage Fleming SA Vollzeit

The Family Office Team at Stonehage Fleming SA requires a skilled and dedicated Senior Financial Assistant to provide administrative support on allocated clients. The ideal candidate will possess excellent interpersonal and communication skills, with the ability to work effectively with all levels of staff and management.

Key Responsibilities
  • Provide full administrative support to the Family Office Team, including preparation of banking, investment, formation and termination forms, internal and external reports, instructing payments, monitoring debtors, and obtaining compliance when necessary.
  • Develop and maintain relationships with internal departments of the Group, including compliance, legal, trust, accounting, investments, treasury & banking, to timely and effectively support client activities.
  • Arrange consulting with third-party professionals, such as solicitors, tax specialists, and asset managers, and obtain their opinions pertaining to specific issues related to client affairs.
  • Assist the Family Office Team in preparation of expert reporting packs for client meetings, requiring a thorough knowledge of the client and excellent financial analytical skills.
  • Support the Family Office Team on ad-hoc client requests and perform other duties as reasonably required by the Family Office.
Requirements
  • University degree, HEG degree or equivalent (preferably in Business Economics/Accounting)
  • 2-3 years' experience in the financial services sector or similar environment
  • STEP certification an advantage but not essential
  • Fluent English required; German/French: a plus
  • Excellent Microsoft Office skills
  • Technical or practical knowledge of trust and corporate structuring – a plus
  • Experience in the financial services sector
  • Multi-horizon experience / international background – an advantage but not essential
  • Proven ability to analyse and interpret financial and non-financial information to assess risk


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