Leiter*in Backoffice 80-100%
HybridZürich, Zurich, Switzerland
Job Summary
Conduct administrative and personnel leadership of the back-office in asset management, relieving senior management of correspondence, client dossier management, and performance reporting. Manage compliance tasks including money flow lists, customer classification, new account openings, PEP checks, and statistics. Handle account document creation, salutations, and customer reception while providing telephone support and independently resolving client issues with deposit banks. Prepare for and follow up on senior management business trips, execute mailings, and contribute to digitalization and automation projects. Requires a commercial education in banking and finance, multiple years of back-office experience, and strong organizational skills. Full-time position in Zurich with flexible working models.
Required Qualifications
- Abgeschlossene kaufmännische Ausbildung oder Studium im Bereich Banking & Finance
- Mehrjährige Erfahrung im Back Office
- Fundierte Kenntnisse in Wertschriftenabwicklung und Finanzinstrumenten
- Führungserfahrung sowie ausgeprägte organisatorische Fähigkeiten
- Gute Kenntnisse der regulatorischen Anforderungen in der Schweiz (FINMA, GwG)
- Sehr gute Deutsch- und Englischkenntnisse in Wort und Schrift
- Versierter Umgang mit Banking-Systemen und MS Office
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.