About this role
account assistant / receptionist Account Assistant / Receptionist (Baar) Looking for career opportunities within a dynamic international organization? Join Our Client! Our Client is a midsized boutique organization specializing in fiduciary services, administration and other financial services on behalf of multinational companies, private equity and real estate firms, private investors, and/or their advisors. A vacancy has arisen within their office in Baar and they are looking for a talented, motivated, social, and proactive account assistant/Receptionist. Tasks and responsibilities The Account Assistant handles all reception tasks and administrative tasks which include financial/legal matters of client companies and supports the team to ensure customer satisfaction. The Account Assistant is part of a dedicated client team and takes care of the correspondence and filing resulting from conducting the administration for the clients and performs administrative duties: - Monitor the progress of ongoing matters. Identify problems and take action (in consultation with the Legal/Accounting Officers). - Miscellaneous secretarial tasks, with regard to the allocated client companies such as: - Develop concepts, and process letters, emails, calls, and faxes (for clients) - Organize meetings (make reservations, take care of suppliers, facilities, etc) - Establish authorizations, take notes, and distributes relevant documentation at meetings. - Handle signature procedure check if all signatures and authorizations are in place. - Handle administrative aspects of bank accounts (hardcopy and electronically). - Take care of filing of agreements/bank statements, correspondence, and other documents and maintain organized administrative files. - Keep client data and the client database up to date. - Keep records per account of own worked hours. Job requirements - Relevant degree - Preferably a minimum of 3 - 5 years relevant working experie...