Head of Mandate or Junior Head of Mandate Trust Services
- Employment type
- Part-time
- Location
- Pratteln
- Company
- Baltrex Treuhand AG, Hohenrainstrasse 10, 4133 Pratteln
- First posted
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.
Automatically translated from the original.
Posted 1 week ago