Remote Fiduciary Client Advisor

Nexova AG; Basel; Vor Ort; CHF 80.000 - 95.000; Vollzeit

Benefits dieser Stelle

Home office setup

Further education support

Above-average pension

Comprehensive accident coverage

Team events support

Zusammenfassung

A remote fiduciary firm seeks an experienced Client Advisor in Fiduciary Services to manage a diverse client portfolio with flexibility in work hours. You will be responsible for advising clients on fiduciary matters, ensuring Swiss regulatory compliance, and managing digital accounting using Microsoft Dynamics 365. Ideal candidates have a Federal Diploma in Fiduciary Services and 3-5 years of experience. The position supports remote work with flexible scheduling and opportunities for further certification as a fiduciary expert.

Qualifikationen

• 3-5 years of professional experience in a fiduciary firm.
• Very good German skills and solid English for communication.

Aufgaben

• Advise and support clients on fiduciary matters.
• Prepare annual financial statements and maintain accounts.
• Ensure compliance with Swiss accounting standards.

Kenntnisse

German proficiency

English communication

Digital savviness

Client-focused

Independence

Ausbildung

Federal Diploma in Fiduciary Services

Tools

Microsoft Dynamics 365 Business Central

Jobbeschreibung

A remote fiduciary firm seeks an experienced Client Advisor in Fiduciary Services to manage a diverse client portfolio with flexibility in work hours. You will be responsible for advising clients on fiduciary matters, ensuring Swiss regulatory compliance, and managing digital accounting using Microsoft Dynamics 365. Ideal candidates have a Federal Diploma in Fiduciary Services and 3-5 years of experience. The position supports remote work with flexible scheduling and opportunities for further certification as a fiduciary expert.