Responsibilities:
Assist the FO team of SSA Swiss Advisors AG in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be doing of the following tasks:
Customer service, helping on:
Provide administrative support in opening banking relationships, including dealing with Legal & Compliance matters
Monitoring progress of tasks and ensure proper follow-up
Checking balance positions, loans, transfers, etc.
Addressing request for payment instructions
Process applications and inquiries related to Credit/Debit Cards
Operations and Back Office, supporting on:
Monitoring and verifying that all the transactions requested have been completed/processed by the operations department.
FX transactions and wire transfers management
New accounts and Updates
Prepare documentation and assistance to Bankers and other members of Front Office Team.
Profile:
Formal Academic Education: i.e. bachelor’s degree
5-10 years of relevant experience in financial and banking industry in the following fields: customer service, operations, compliance, back office, dealing with internal and external clients, preparation of reports and customer visits.
Strong technical knowledge in Banking, Business Administration and Finance
Software: good use of Office tools.
Good planning and organizational skills/problem-solving approach.
Dynamic, pro-active, and capable of completing tasks in an independent manner.
Adaptable, personable team player with “can-do” attitude and great interpersonal skills.
Teamwork and team spirit focused.
Eager to learn.
Languages:
Languages: Fluent in Portuguese and English (written and spoken). French and Spanish will be highly valued.
Requirements:
Eligible to work in Switzerland.