Junior Client Administration Specialist -Temporary

Mission

Be a support to the Wealth management teams and in partnering for account documentation tasks.

• Registration of Biens Trouvés for Wealth Management accounts

• Carry out the correct execution of client's transactional mailing items by our subcontractor using the appropriate control reports.

• Manage Client visits, including preparation, amendments and finalization

• Provide account documentation to the Wealth Management Departments and ensure on a timely manner, an irreproachable quality of work

• Manage Swiss Headquarters & Swiss branches archives.

• Process info of deceased clients in Secli (Blocking of account, Succession process)

• Experience Technical skills
  • Analytical Ability:
    Ability to assimilate procedures and to implement them. Ability to identify issues and raise them in a structured way. Ability to make process improvements.
  • Priority Management:
    Ability to organize the urgencies and anticipate events. Reaction and decision-making ability in face of unforeseen circumstances.
  • Communication:
    Ability to raise issues via the right channel and in a constructive way. Ability to expose constraints and opportunities.
  • Adaptability:
    Ability to change, be flexible
  • Team Spirit:
    Ability to proactively help the others. Ability to finalize the common goal.
• Personal skills
  • Open mind and team orientation:
    Be open to other’s ideas / Balance personal & team interests / Express opinion and criticism in a constructive way
    Professional business culture.
  • Professional business culture:
    Think in ‘Problem-Action-Results’ terms / Walk the extra mile / Be proactive and driven / Show strong client service ethic / Build lasting client relationships
  • Quality, internal & external regulations:
    Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment.
  • Languages:
    • English speaking
    • German speaking (a plus)
• Others
  • Swiss Residence:
    Mandatory