Administrative Assistant

• 29 juillet 2026
• 100%
• Indeterminate duration
• 12 Rue de la Corraterie, 1204 Genève
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Job title: Senior Administrative Assistant (Wealth Management - Genève)

"Permanent Position (CDI)" - 80 to 100%

Administrative Assistant

On behalf of a management group, within our private client department, we are looking for a senior administrative assistant.

Hierarchical superior: One of our Managing Partners

JOB DESCRIPTION

Main tasks:

• Ensure the opening of client accounts from an administrative and IT perspective;
• Assist the management team in the administrative management of client files;
• Manage and process client files, including from a risk and compliance perspective;
• Manage client payment traffic, in collaboration with custodian banks;
• Regular contact with clients in French and English;
• Manage client portfolio liquidity;
• Prepare client files for visits;
• Manage credit files and their renewals, in collaboration with custodian banks.

Duration: CDI - 80 to 100%

Availability: immediately or to be agreed

Residence: In Switzerland (Canton de Genève or nearby)

Education and skills:

Higher education in finance, law or economics.

A minimum of 5 years of experience as an assistant in wealth management

Rigor, reliability, precision

Sense of customer service

Cooperation, team spirit

IT tools: banking software, Excel (incl. macros) and Microsoft Office suite

Languages: French and English - fluent imperative. Any other language is an asset

Experience with an Independent Manager, Family Office will be considered an asset.

Only candidates who meet the criteria will be contacted.

NB: Search outside of placement agencies and recruitment firms please.