Central File Collaborator FR ENG

Job Title: Document Management Specialist

Job Description:

We are seeking a highly organized and detail-oriented Document Management Specialist to join our team. The successful candidate will be responsible for managing client files, ensuring accurate and timely registration in the CRM system.

• Physical filing of documents in an organized and secure manner.


• Digital archiving of client files using secure systems.


• Requesting documents from Wealth Managers as required.

The ideal candidate will have previous experience working with document management systems, excellent communication skills, both written and verbal, strong organizational abilities, discretion, accuracy, speed. Availability is crucial; we require someone available full time on site. We prefer candidates residing within Switzerland but other Swiss locations can also apply.  For more information on the j...