Administrative & Operations Officer

Lexton Stanley; Lausanne; Vor Ort; CHF 70.000 - 90.000; Vollzeit

Zusammenfassung

Lexton Stanley is looking for an Administrative & Operations Officer in Lausanne to support daily activities across administration, operations, and compliance. This position includes responsibilities such as managing client interactions, overseeing financial documentation, and ensuring AML compliance.

The ideal candidate will have experience in wealth management, a proactive mindset, and must be fluent in French and English. Join a collaborative team and contribute to enhancing operational efficiency through innovative solutions.

Qualifikationen

• Experience in administrative, operations, or client servicing roles within financial institutions.
• Understanding of KYC processes and banking operations.
• Knowledge of AML and compliance is a plus.
• Strong ability to manage multiple priorities.

Aufgaben

• Monitor daily account balances and address discrepancies.
• Manage incoming client communication and correspondence.
• Prepare client meetings and maintain records.
• Support compliance controls and administrative tasks.

Kenntnisse

Organizational skills

Communication skills

Attention to detail

Problem-solving mindset

Interpersonal skills

Tools

Microsoft Office

Portfolio Management System (PMS)

AI tools

Jobbeschreibung

An independent wealth management firm based in Lausanne is currently seeking an Administrative & Operations Officer to support the daily activities of the company and contribute to the smooth running of its operations. This role offers a broad range of responsibilities across administration, client servicing, operations, compliance, accounting support and office management within a dynamic and entrepreneurial environment.

Your responsibilities

As part of the Operations & Administration team, you will be responsible for:

• Monitoring daily account balances and ensuring regularisation of discrepancies
• Following up on fiduciary deposits and term investments, including renewals and maturities
• Monitoring deadlines and outstanding actions
• Managing incoming calls and welcoming clients
• Preparing client meetings and maintaining client records
• Opening new client relationships and ensuring proper documentation
• Handling incoming and outgoing correspondence
• Issuing and monitoring client fee invoices
• Preparing invoices for banking and commercial partners
• Calculating and managing introducer and referral commissions
• Ensuring the completion and updating of KYC and client due diligence documentation
• Preparing credit proposals, Lombard facilities and mortgage requests for validation
• Coordinating administrative matters with banks, insurance companies and financial partners
• Managing and maintaining the internal portfolio management system (PMS)
• Reviewing tax statements received from financial institutions and coordinating corrections where required
• Preparing and distributing internal and client newsletters
• Supporting relationship managers in the development of client relationships
• Preparing accounting documentation and liaising with external fiduciaries
• Assisting with VAT-related matters and foreign exchange operations
• Providing administrative support to senior management when required
• Supporting AML and compliance controls, including coordination with external compliance providers
• Managing office logistics, supplies and general administrative services
• Contributing to process improvements through the use of AI tools and digital solutions
• Participating in internal and external training programmes and developing a strong knowledge of the firm's products and services

Your profile

• Previous experience in an administrative, operations, client servicing or assistant relationship management role within wealth management, private banking, an independent asset manager, a family office or a financial institution
• Good understanding of account opening processes, KYC requirements and banking operations
• Knowledge of AML and compliance requirements would be considered an asset
• Strong organisational skills and attention to detail
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced environment
• Proactive, service-oriented and solution-driven mindset
• Comfortable interacting with banks, financial partners and clients
• Strong command of French and English
• Excellent knowledge of Microsoft Office applications
• Interest in technology and AI tools to improve operational efficiency
• Swiss residency is required

This is an excellent opportunity to join a growing independent wealth management firm and take on a highly diversified role offering exposure to operations, client servicing, compliance, accounting support and business administration within a collaborative and entrepreneurial environment.

If you are interested in learning more, feel free to reach out in confidence or send your CV directly for a confidential discussion.