Description du poste

To provide essential administrative and organizational support to the Relationship Management Assistants, helping streamline internal processes and ensuring high-quality client service delivery within the Family Office or Wealth Management team.

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

Documentation & Compliance:
• Assist in gathering and checking KYC/AML documents.

• Help prepare files for periodic reviews (client due diligence, annual reviews).

• Support tracking of regulatory deadlines and ensure follow-up on FATCA/CRS or other compliance obligations.

Organization & Coordination:

• Provide day-to-day administrative assistance to the Family Office team, ensuring smooth coordination and execution of internal processes.

• Act as a point of contact with external banking institutions for administrative follow-up, document transmission, and account-related coordination.

• Assist with invoicing and expense tracking, including preparation of payment instructions, reconciliation of invoices, and communication with service providers.

• Support Relationship Managers and their assistants in routine client operations, such as preparing documentation, following up on transactions, and maintaining client files.

• Prepare, print, scan, and file client-related documents (KYC, contracts, mandates, correspondence, etc.).

• Ensure proper physical and electronic archiving in accordance with internal policies and regulatory requirements.

• Follow up on document signatures and coordinate circulation among internal and external stakeholders (compliance, management, banks).

• Maintain and update internal trackers, databases, and administrative tools as required.

Profile

Education & Experience:
• Commercial diploma (CFC or equivalent).

• Initial experience in an administrative support role within a financial, wealth management, or family office environment.

• Familiarity with banking or regulatory documentation is a plus.

Skills & Competencies:
• Excellent organizational skills and strong attention to detail.

• Absolute discretion and respect for confidentiality.

• Comfortable using standard office tools (Outlook, Excel, Word, Adobe Acrobat).

• Ability to manage multiple tasks simultaneously with accuracy.

Languages:
• Fluent in French

• Proficient in English (spoken and written).

Job Offer
• 50% part-time contract with on-site presence required either in the mornings or the afternoons, depending on team needs and availability.

• Ideal for candidates seeking a structured, stable role within a professional and confidential environment. Lire la suite