Personal Assistant Finance & Organisation D/E 80-100%

For a long-standing successful premium brand in the finance sector based in Lucerne

Our client has been successfully active for over 30 years as a partner for fiduciary tasks, tax consulting, and real estate businesses. They convince with tailored solutions for companies, foundations, and individuals. We are looking for a service-oriented, organizationally strong commercial specialist who enjoys active customer contact and agile teamwork immediately or by agreement.

Your Tasks

• Administration & Support: Coordinate appointments, manage correspondence, prepare meetings, plan travels, organize meetings and events.
• Finance/Taxes: Assist in tax declarations for clients in collaboration with specialists and experts.
• Support new clients with inquiries and first contacts with the appropriate advisory personalities.
• Reliable handling of various administrative tasks.

Your Profile

• Commercial training, preferably in the fiduciary industry or a law firm.
• Knowledge in tax law and/or from a family office is an advantage.
• Experience as an assistant in executive environments is an advantage.
• Absolutely trustworthy personality with high loyalty and discretion.
• High service readiness and cultured communication skills.
• Disciplined, adaptable, very reliable, and punctual.
• Proficient use of current MS Office programs.
• German: Fluent written and spoken (C2) / English: Good to very good communication (min. B1).

Your Perspectives

This opportunity is particularly suitable for young talents seeking further development after initial experiences in business in a versatile role in a small team. You can expect a modern, dynamic environment with high expertise and lived teamwork. You can count on fair compensation, flexible working hours, and appreciative leadership. The workplace in the city of Lucerne is ideally located and can be easily reached by public transport.