An independent wealth management firm based on the Swiss Riviera is currently seeking an Administrative & Operations Officer to support the daily activities of the company and contribute to the smooth running of its operations. This role offers a broad range of responsibilities across administration, client servicing, operations, compliance, accounting support and office management within a dynamic and entrepreneurial environment.
Your responsibilities
* Monitoring daily account balances and ensuring regularisation of discrepancies
* Following up on fiduciary deposits and term investments, including renewals and maturities
* Monitoring deadlines and outstanding actions
* Managing incoming calls and welcoming clients
* Preparing client meetings and maintaining client records
* Opening new client relationships and ensuring proper documentation
* Handling incoming and outgoing correspondence
* Issuing and monitoring client fee invoices
* Preparing invoices for banking and commercial partners
* Calculating and managing introducer and referral commissions
* Ensuring the completion and updating of KYC and client due diligence documentation
* Preparing credit proposals, Lombard facilities and mortgage requests for validation
* Coordinating administrative matters with banks, insurance companies and financial partners
* Managing and maintaining the internal portfolio management system (PMS)
* Reviewing tax statements received from financial institutions and coordinating corrections where required
* Preparing and distributing internal and client newsletters
* Supporting relationship managers in the development of client relationships
* Preparing accounting documentation and liaising with external fiduciaries
* Assisting with VAT-related matters and foreign exchange operations
* Providing administrative support to senior management when required
* Supporting AML and compliance controls, including coordination with external compliance providers
* Managing office logistics, supplies and general administrative services
* Contributing to process improvements through the use of AI tools and digital solutions
* Participating in internal and external training programmes and developing a strong knowledge of the firm's products and services
Your profile
* Previous experience in an administrative, operations, client servicing or assistant relationship management role within wealth management, private banking, an independent asset manager, a family office or a financial institution
* Good understanding of account opening processes, KYC requirements and banking operations
* Knowledge of AML and compliance requirements would be considered an asset
* Strong organisational skills and attention to detail
* Excellent communication and interpersonal skills
* Ability to manage multiple priorities in a fast-paced environment
* Proactive, service-oriented and solution-driven mindset
* Comfortable interacting with banks, financial partners and clients
* Strong command of French and English
* Excellent knowledge of Microsoft Office applications
* Interest in technology and AI tools to improve operational efficiency
* Swiss residency is required
This is an excellent opportunity to join a growing independent wealth management firm and take on a highly diversified role offering exposure to operations, client servicing, compliance, accounting support and business administration within a collaborative and entrepreneurial environment.
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