Assistant Client Advisor & Office Manager 80 - 100 %

FINAD is one of the oldest independent family offices in Switzerland. From our offices in Zürich, Wien and Hamburg, we advise international families, entrepreneurs and foundations in all wealth matters.

In order to continue to support our demanding clientele at the highest level and as support for our client advisors as well as for smooth daily office operations, we are looking for, effective immediately or by arrangement, an

Assistant Client Advisor & Office Manager 80-100 %

You are team-oriented, impress customers through your dynamic and professional appearance, are interested in demanding projects, are well-organized and used to working carefully and efficiently under time pressure.

We offer you an exciting and versatile position, modern office premises in the middle of Zürich, attractive remuneration, good social benefits and the opportunity to actively participate in a dynamic working environment.

Your tasks

• Responsible for professional correspondence with clients, business partners and internal teams personally, by telephone and by email
• Support in the acquisition of new client relationships as well as in the onboarding of new clients
• Recording and processing of stock market orders
• Support with research and preparations for client meetings and projects, market analyses, data preparation and reportings
• Interface to custodian banks and other external specialists
• Active participation in internal projects
• Support for client reception and telephone service
• Responsibility for office management (ordering office supplies, mailings, intranet, coordination of external service providers, etc.)

Your profile

• Completed commercial training or similar qualification
• At least 3 years of professional experience, preferably in the finance, fiduciary industry or in a law firm
• Basic knowledge and interest in financial markets and economic topics
• High reliability, structured way of working and a strong orientation to detail
• Efficient, flexible and independent organization and coordination of tasks and people
• Experience in handling confidential information and a high degree of discretion
• Interest in familiarizing yourself with new subject areas and participating in projects
• Proficient use of MS Office and AI tools, experience with CRM systems and document management software is a plus
• Fluent German and English skills in speaking and writing

If you feel addressed, we look forward to your application. Please send your meaningful and complete application documents by email to the attention of Arlette von Felten.

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