There is no explicit job title in the provided text. The text describes the duties and requirements of a position, but the title itself is not mentioned.

Tasks

You will support our client managers in handling demanding family office mandates, in particular by:

• Assistance in establishing and managing family office mandates
• Support with bid preparation, account setup, and KYC processes
• Establishment and further development of reporting structures in cooperation with external accountants
• Supplementing or delivering reporting content that is not directly fed into accounting
• Preparation, review, and quality assurance of monthly and quarterly asset reports for clients
• Obtaining and evaluating offers from external service providers for our client families
• Participation in cross-engagement special projects as well as internal projects
• Support with cross-functional tasks (e.g., data protection), maintenance of client files and the CRM system

Requirements

We expect you to:

• Initial professional experience, ideally in a family office environment, private banking, or tax services
• Completed commercial or tax training, preferably supplemented by a relevant degree
• Basic knowledge of financial services, controlling, and reporting. You have experience in the capital markets
• Structured, value-oriented, and independent way of working, as well as a high degree of commitment, diligence, and resilience
• Strong analytical thinking skills
• Enjoyment of teamwork and interacting with our clients and their advisors