Wealth Management Assistant – EAM

An independent wealth management firm based on the Swiss Riviera is currently seeking an Wealth management assistant / 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 a...