Job content

The role includes the following tasks:

• Performing checks along with reviews where applicable on all aspects of the transfer agency value chain;
• Provide support in on-boarding new investors from document review and system set up;
• Monitor and support the on-boarding of new investors with external administrators;
• Review and liaise with internal tax teams on issues relating to FATCA (Foreign Account Tax Compliance Act) and CRS (Common Reporting Standard);
• Coordinate with internal and external business partners across multiple offices internationally;
• Participation in various ongoing projects, particularly in terms of process enhancements and system developments.

Requirements

• Swiss KV degree (or equivalent);
• At least 3 years of experience in a similar role in the financial industry, preferably within asset management;
• Relevant education/experience in the areas of AML/Compliance and/or FATCA/CRS are advantageous;
• Excellent verbal and written language skills, both in English and German is essential;
• Positive mind-set and well-balanced team player with a high service and client orientation;
• Trustworthy, discreet and self-dependent personality who enjoys administrative tasks;
• Strong organizational and multi-tasking skills;
• Accurate and diligent working style.

Location: Freienbach area, Switzerland (Approx. 35 minutes from Zurich)

Capacity: 80% - 100%, Employment