Junior Client Relationship Assistant - Family Office

Client:

Known for a collegial, close-knit culture, they value teamwork, professionalism, and human connection. A Client that Finders know well and have worked with for many years, thus able to explain well the culture to potential applicants.

Position:

A structured career path is on offer, with opportunities to evolve over time. A rather unique position on the Geneva market place.

Key Responsibilities:

• Providing full administrative support, including banking, investment, compliance documentation, and risk reviews.
• Assisting in managing large client accounts, liaising with internal teams (compliance, legal, trust, accounting, investments, etc.).
• Supporting financial processes, including loan schedules and financial reporting.
• Coordinating with external professionals such as lawyers, tax specialists, and asset managers.
• Preparing expert reporting packs for client meetings, requiring strong financial acumen.
• Whilst this is not an accounting role, you will be interpreting balance sheets and financial statements.
• Contributing to business development and marketing initiatives.

Profile:

• Bachelor's degree in Business, Economics, or Accounting, or equivalent experience.
• 2-3 years' client support experience from a Big 4, or Financial Services, preferred.
• Strong numeracy - ability to turn complex figures into clear, concise reports.
• Native or bilingual English.
• Proficiency in Excel, to include spreadsheets etc.
• Some practical knowledge of trust and corporate structuring a plus but not a must.
• Highly organized, proactive, and detail-oriented with excellent client service skills.
• Strong interpersonal and communication abilities, outgoing, comfortable engaging with all levels of management.
• Ideally already based in the Geneva area, with a valid Swiss work permit or compelling reasons for relocation.