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Lombard odier • Switzerland
Assistant(e) Juridique et Fiscal(e)
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Lombard OdierGenève, Lancy, SwitzerlandA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents.
With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive offering of discretionary and advisory portfolio management, wealth services and custody. We also offer asset management services and investment strategies through Lombard Odier Investment Managers and provide advanced banking technology to other financial institutions.
Rethink Everything" is our philosophy - it is at the heart of everything we do. We have grown stronger through more than 40 financial crises by rethinking the world around us to provide a fresh investment perspective for our clients.
LO Patrimonia est l'entité du Groupe Lombard Odier dédiée au conseil juridique et fiscal. Formée d'une quarantaine d'experts, dont les compétences couvrent la Suisse, les principales juridictions européennes ainsi que d'autres régions du monde, LO Patrimonia sert exclusivement les clients du Groupe Lombard Odier. Afin de renforcer notre équipe, nous sommes à la recherche de notre prochain(e) Assistant(e) rattaché(e) à notre équipe en charge du soutien de l'ensemble des activités déployées par les départements composant LO Patrimonia SA.
Vous serez amené à prendre en charge des activités variées en lien avec chacun de ces départements.
Assistant(e) Juridique et Fiscal(e)
Votre Mission :
- Soutien aux départements composant LO Patrimonia dans diverses tâches administratives : Soutien à l'établissement des obligations fiscales de personnes établies en Suisse ou en France et plus généralement du département en charge de conseil patrimonial.Enregistrement de nos mandats et respect des règles de conformité,Etablissement de la facturation,Aide à la préparation de supports aux rendez-vous client ou de formation à notre clientèlePrise en charge du volet logistique de notre structure (courrier, économat, téléphonie, ).
- Contact régulier avec les administrations fiscales.
- Contact régulier avec la Clientèle Privée de LO Patrimonia et du Groupe Lombard Odier.
- Collaboration avec les banquiers de Lombard Odier et les équipes opérationnelles de la Banque.
Votre Profil :
Our Maison's DNA is defined by five core values. Excellence drives us to be the best at what we do, while Innovation fuels our progress. Respect underpins every interaction, and Integrity shapes our actions. Together, we are One Team , united in serving our clients with unwavering dedication.
As a responsible and supportive employer, we promote a diverse and inclusive work environment for our employees and candidates. Diversity, Equity and Inclusion are woven into the fabric of our Maison's DNA, and we strive to ensure that our employees can fulfill both their personal and professional aspirations by encouraging internal mobility and individual upskilling programs. We firmly believe that building Diverse Teams contributes to our successes and to deliver on this, we actively embed Diversity, Equity and Inclusion in our business strategy.
It is an exciting time to join our Teams. All applications will be handled in the strictest confidence.