Relationship Manager Assistant 50% - Genève

Documentation & Compliance:

• Assist in gathering and checking KYC/AML documents.
• Help prepare files for periodic reviews (client due diligence, annual reviews).
• Support tracking of regulatory deadlines and ensure follow-up on FATCA/CRS or other compliance obligations.

Organization & Coordination:

• Provide day-to-day administrative assistance to the Family Office team, ensuring smooth coordination and execution of internal processes.
• Act as a point of contact with external banking institutions for administrative follow-up, document transmission, and account-related coordination.
• Assist with invoicing and expense tracking, including preparation of payment instructions, reconciliation of invoices, and communication with service providers.
• Support Relationship Managers and their assistants in routine client operations, such as preparing documentation, following up on transactions, and maintaining client files.
• Prepare, print, scan, and file client-related documents (KYC, contracts, mandates, correspondence, etc.).
• Ensure proper physical and electronic archiving in accordance with internal policies and regulatory requirements.
• Follow up on document signatures and coordinate circulation among internal and external stakeholders (compliance, management, banks).
• Maintain and update internal trackers, databases, and administrative tools as required.

On-site presence required either mornings or afternoonsVersatile role : Wealth Management & Family office Support

Education & Experience:

• Commercial diploma (CFC or equivalent).
• Initial experience in an administrative support role within a financial, wealth management, or family office environment.
• Familiarity with banking or regulatory documentation is a plus.

Skills & Competencies:

• Excellent organizational skills and strong attention to detail.
• Absolute discretion and respect for confidentiality.
• Comfortable using standard office tools (Outlook, Excel, Word, Adobe Acrobat).
• Ability to manage multiple tasks simultaneously with accuracy.

Languages:

• Fluent in French
• Proficient in English (spoken and written).

• 50% part-time contract with on-site presence required either in the mornings or the afternoons, depending on team needs and availability.
• Ideal for candidates seeking a structured, stable role within a professional and confidential environment.