Provide expertise on accounting, tax, and business management topics
Maintain and continuously expand direct client contact
Motivate, challenge, and support employees as a team leader
Manage portfolios (legal entities)
Take over management of foundations and lead foundation secretariats
Provide user feedback regarding accounting software and its further development
Anforderungen
Commercial apprenticeship EFZ and further training as a trustee with a professional certificate
Min. 5 years of practical experience in fiduciary services, solid accounting and financial reporting knowledge according to OR
Proficient in digital office and financial software
Precise and solution-oriented working style, analytical thinking ability, and a structured and solution-oriented approach
Completed training as a trustee with federal certificate or a degree in business or economics from a university or a university of applied sciences with a focus on accounting
Several years of experience in mandate management in the fiduciary sector is an advantage, otherwise you bring the motivation to enable us to qualify you for this
Confident appearance in client contact and pronounced communication skills
Fluent German skills at C2 level in spoken and written
Technologien
Accounting softwareDigital office software
Vorteile
Modern office spaces and flexible working time models. Who, how, and where works is not central, but the results
State-of-the-art software including AI not only to apply but to shape
A dynamic environment with demanding and varied mandates with potential to further expand customer relationships
Short decision-making paths, open communication culture, and collegial team
