Junior Client Administration Specialist -Temporary 6 months

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Junior Client Administration Specialist -Temporary 6 months

junior · Other

• Mission 

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

• Main responsibilities 

• 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)

• Your Profile

   

• 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 

Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives