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Head of Mandate or Junior Head of Mandate Trust Services

Baltrex Treuhand AG

Employment type
Part-time
Location
Pratteln
Company
Baltrex Treuhand AG, Hohenrainstrasse 10, 4133 Pratteln
First posted
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Head of Mandate or Junior Head of Mandate Trust Services (50–100%) Trust services with responsibility – reliable, personal, tailored We are an experienced trust services team in Pratteln and support SMEs from various industries. Our mandates are diverse and often challenging. To strengthen our team, we are looking for a committed personality with experience in trust services. Head of Mandate or Junior Head of Mandate Trust Services (50–100%) The position is aimed at both experienced heads of mandate and committed trust services specialists who want to take the next step towards mandate management. You already lead mandates independently or want to take the next step in this direction. In both cases, we look forward to getting to know you. For us, your technical competence, motivation, and willingness to take on responsibility are decisive. We are open to different working models. Part-time and full-time positions are equally welcome. Your role: Depending on your experience, you already lead your own mandates independently or are gradually introduced to this responsibility. You work closely with your colleagues, bring in your ideas, and continuously develop your technical skills. Your tasks: Independent support of SME mandates Management of financial and payroll accounting as well as preparation of annual financial statements Preparation of tax returns for natural and legal persons Advising our clients on trust and business management issues Collaboration on the further development of processes and services If interested, participation in audits is possible What you bring: Completed or ongoing training in the trust services sector (e.g., trust services certificate, financial and accounting certificate, or equivalent training) Professional experience in trust services. Depending on your training and experience, you will join us as a Junior Head of Mandate or Head of Mandate. In-depth knowledge of accounting, payroll, and taxes, as well as a passion for advising SME customers. Digital affinity and skilled handling of financial applications (such as PEBE, Bexio, Dr. Tax, Revio) Very good user knowledge of Office 365, especially Excel Independent, structured, and solution-oriented work Strong service orientation and communication skills Very good German language skills in writing and speaking, English language skills are an advantage You work independently, think along, and keep an overview even with multiple mandates running in parallel. What we offer: Exciting and diverse SME mandates with direct customer contact A collegial team with short decision-making paths The opportunity to develop technically and personally and take on additional responsibility Support and participation in technical further education Attractive employment conditions and modern working tools Very good social benefits (no NBU, no KTG, and no BVG coordination deduction) and a fair, above-average salary Workplace in Pratteln with good accessibility and a free parking space If you want to bring your experience in the trust services sector into a personal and professional environment, we look forward to your application. For technical questions, Stohler (management) is available by phone. More information about our company can be found at: We look forward to getting to know you.

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Posted 1 week ago

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