Description

* Bachelor and/or Master's degree, or Paralegal certification
* 3+ years of relevant experience

## About Our Client ##

A Family Office based in Geneva.

## Job Description ##

* Assist with the preparation, research, and management of documentation for **wealth planning projects**.
* Act as a point of contact between clients and external advisors to facilitate information and documentation exchanges.
* Support the creation of tailored financial strategies, including estate planning and investment structuring.
* Conduct research on legal and tax-related matters as needed.
* **Oversee the subscription process for private equity funds**, including completing and coordinating subscription forms.
* Track deadlines to ensure all submissions meet fund requirements.
* **Serve as the primary contact for internal teams**, providing guidance and resolving queries related to fund subscriptions.
* Ensure compliance with regulatory standards, including adherence to **FATCA and CRS** requirements, while staying informed about regulatory updates.





## The Successful Applicant ##

* **Education**: Bachelor's or Master's degree in law - a Paralegal certification is a plus.
* **Experience**: At least 3 years of relevant experience in a legal or financial services setting, such as wealth management, a law firm, or investment management.
* **Knowledge**: Solid understanding of wealth planning principles, private equity fund subscription processes, and applicable regulations. Familiarity with FATCA and CRS is a plus.
* **Languages:** Ability to work both in French and English.
* **Skills**:

* Exceptional organizational and time management skills.
* Strong written and verbal communication abilities.
* Ability to manage multiple priorities and meet tight deadlines.
* Keen attention to detail and accuracy.





## What's on Offer ##

* Join a dynamic and collaborative environment with opportunities to grow professionally.
* Competitive salary and benefits package.
* A chance to contribute to impactful projects in a fast-moving sector.





Contact

Agathe Conan

Quote job ref

JN-122024-6614790

Job Function

Legal

Specialisation

Paralegals / Legal Assistants

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Consultant name

Agathe Conan

Job Reference

JN-122024-6614790