Assistant

Your role

As an Assistant at JSS Asset Management North America, you will play a key role in supporting our offices in Geneva and Zurich with day-to-day operations and delivering a client-focused experience through efficient administrative, operational, and compliance-related tasks.

Your tasks

• Supporting the CRMs, the CIO, and the CCO in their day-to-day work
• Daily management and monitoring of customer accounts: escrow deposits, overdrafts, payment assistance
• Execution of trades (stocks, bonds, foreign exchange, metals)
• Communication and reporting to customers (account balances, performance)
• Execution and Monitoring of Discretionary Mandates
• Periodic review of KYC, updating of forms, and support for CRMs in their work with internal departments (central database, compliance, etc.), particularly for high-risk customers
• Preparation and follow-up for account opening (individual, corporate, complex structures)
• Assistance with the preparation of compliance reports
• Expense Management and Payment Processing
• Maintenance of Stamp Duty Calculations
• Participating in marketing efforts and following up on investment recommendations and ideas to support the CRMs

Your profile

• Degree in Finance
• Initial relevant professional experience in private banking
• Excellent knowledge of Microsoft Office; knowledge of Avaloq is a plus
• Ability to weigh problems and set priorities
• Strong work ethic, integrity, and a high sense of responsibility
• Ability to work under pressure and collaborate with various stakeholders
• Fluent in English and French; fluency in other languages is a plus

Your advantages

• Entrepreneurial spirit in a family-run bank
• Prime office locations in cities across Switzerland
• Above-average insurance coverage, fully covered by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offer