Assistant Manager

Assistant Manager

Assistant Manager

Assistant Manager (40% – 60%)

VALUEworks is a boutique advisory firm based in Zurich, Switzerland, providing highly personalised services to international business families and wealth owners. As a forward-thinking firm, we go beyond traditional wealth and estate planning to help clients preserve and grow their wealth in line with their family values, secure their financial future and embrace social responsibility across generations. In particular, we offer holistic wealth advisory, management, accounting and reporting services with a focus on cross-border matters, wealth structuring, women & NextGen empowerment, family governance, strategic philanthropy, real estate and accounting.

VALUEworks is seeking an Assistant Manager. A successful candidate should:

• have at least three years of relevant work experience in the service industry, ideally in a fiduciary, accountancy or law firm
• have a bachelor’s degree or a similar certification, e.g. a “KV”, or as fiduciary or paralegal
• have experience in project management, incl. independent handling of administration, file and deadline management, correspondence, payments, etc.
• demonstrate strong organisational and coordination skills
• have a good working knowledge of Microsoft programs (Word, Excel, PowerPoint)
• have good written and spoken English as well as language skills
• be positive, proactive, open-minded, and keen to learn and grow
• be a good team player, yet able to work independently and under pressure.

The main responsibilities include:

• day-to-day handling of administrative matters for clients and their companies and foundations, including file-keeping, data, pending and deadline management, monitoring of financial transactions, maintaining lists and invoicing
• supporting client managers in corporate, legal, reporting, compliance, project and finance-related tasks
• liaising with accountants, bankers, asset managers, lawyers and other intermediaries, internationally
• project management related to e.g. corporate, reporting and client related matters
• support in office and event management.

We offer an opportunity for a short-term engagement or 6 months, starting immediately, or even a long-term career in the international private client sector. Working with our team is as dynamic as our clients are, fulfilling and full of variety, where you can grow and contribute with new ideas.

Are you Interested? Please do submit your CV and for further information, please call us or visit .

• VALUEworks AG
  Seefeldstrasse 60
  8008 Zürich

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