Junior Mandate Manager Fiduciary

Have you already been working in fiduciary services for a few years and are noticing that you are ready for the next step?

Do you no longer want to just process individual tasks, but rather understand connections, take on increasing responsibility, and become the contact person for clients yourself?

Then the role of Junior Mandate Manager at accoswiss could suit you.

For us, fiduciary services mean more than annual financial statements, tax returns, and accounting. It is about understanding companies, supporting entrepreneurs, and developing solutions for their questions.

We do not expect you to be able to do all of this independently already. However, we do expect that you want to develop professionally and that you have already embarked on this path with higher continuing education.

We also want to create the necessary freedom for professional work through technology. We consistently digitize and automate wherever technology can take work away from us. Typing in vouchers, recording information multiple times, or processing repetitive processes manually does not correspond to our idea of modern fiduciary work. In doing so, we are also increasingly using automation and AI solutions.

Not because technology replaces good fiduciaries. But because it gives them more time for the work where their experience and expertise are truly in demand.

We believe in personal responsibility instead of micromanagement, short paths instead of unnecessary hierarchies, and in people who enjoy thinking along.

Perhaps now is the right time for your next step.

Your Task

As a Junior Mandate Manager, you will develop step by step towards the independent management of fiduciary mandates.

In doing so, we do not simply throw you into the deep end. You will work closely with experienced mandate managers and our partners and take on more responsibility with increasing experience and professional development.

Depending on your current level of experience, you will already manage your first smaller mandates independently or gradually take on more responsibility within larger client mandates.

In doing so, you will not only work for classic Swiss SMEs. Our client portfolio is constantly evolving and increasingly includes high-growth companies, more demanding corporate structures, and mandates with international issues.

Your area of responsibility includes, in particular:

• Collaboration in the support of SME mandates
• Gradual takeover of your own clients and mandates
• Preparation of annual financial statements and tax returns for natural and legal persons
• Management of financial and payroll accounting
• Preparation and increasingly independent conduct of client meetings
• Collaboration in company formations, capital changes, and other entrepreneurial questions
• Depending on experience, collaboration on more complex consulting projects and international matters
• Close cooperation with experienced mandate managers and our partners
• Co-designing our digital processes and our further company development

Our goal is clear: You should develop professionally and personally so that you can increasingly manage mandates independently and support your clients holistically.

How quickly you take on additional responsibility does not depend on a rigid career plan, but on your experience, your development, and how much responsibility you want to take on.

What We Are Looking For

We are not looking for a finished female mandate manager or a finished male mandate manager. But someone who has already consciously taken the next professional step and wants to develop into mandate management.

You bring with you:

• a commercial basic education with professional experience in the fiduciary industry or a comparable professional foundation
• ongoing further education towards a Federal Diploma of Higher Education in Fiduciary or Finance and Accounting, or an ongoing relevant degree at a university of applied sciences
• practical experience in fiduciary services and good basics in financial accounting
• initial experience in the preparation of annual financial statements and tax returns
• good basics in Swiss accounting and tax law
• pleasure in increasingly taking on direct client contact and responsibility
• initiative, quality awareness, and the willingness to learn new things
• interest in digital working methods and new technologies

What is decisive for us is not which educational path you have chosen. What is important is that you develop professionally in a targeted manner and want to increasingly apply what you have learned in practice.

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