linkfinance - Tout l'emploi en finance : offres d'emploi banque, gestion, comptabilité, IT, assurance

• 02 juillet
• Genève
• CDI

For our client, a Family Office and also a Wealth Manager, we are currently looking for a Relationship Manager Assistant.

Documentation & Compliance:<
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>Assist in gathering and checking KYC/AML documents.
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>Help prepare files for periodic reviews (client due diligence, annual reviews).
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>Support tracking of regulatory deadlines and ensure follow-up on FATCA/CRS or other compliance obligations.

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>Organization & Coordination:
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>Provide day-to-day administrative assistance to the Family Office team, ensuring smooth coordination and execution of internal processes.
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>Act as a point of contact with external banking institutions for administrative follow-up, document transmission, and account-related coordination.
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>Assist with invoicing and expense tracking, including preparation of payment instructions, reconciliation of invoices, and communication with service providers.
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>Support Relationship Managers and their assistants in routine client operations, such as preparing documentation, following up on transactions, and maintaining client files.
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>Prepare, print, scan, and file client-related documents (KYC, contracts, mandates, correspondence, etc.).
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>Ensure proper physical and electronic archiving in accordance with internal policies and regulatory requirements.
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>Follow up on document signatures and coordinate circulation among internal and external stakeholders (compliance, management, banks).
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>Maintain and update internal trackers, databases, and administrative tools as required.


On-site presence required either mornings or afternoons

Versatile role : Wealth Management & Family office Support

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>Education & Experience:
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>Commercial diploma (CFC or equivalent).
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>Initial experience in an administrative support role within a financial, wealth management, or family office environment.
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>Familiarity with banking or regulatory documentation is a plus.

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>Skills & Competencies:
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>Excellent organizational skills and strong attention to detail.
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>Absolute discretion and respect for confidentiality.
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>Comfortable using standard office tools (Outlook, Excel, Word, Adobe Acrobat).
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>Ability to manage multiple tasks simultaneously with accuracy.

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>Languages:
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>Fluent in French
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>Proficient in English (spoken and written).

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>50% part-time contract with on-site presence required either in the mornings or the afternoons, depending on team needs and availability.
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>Ideal for candidates seeking a structured, stable role within a professional and confidential environment.

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