Assistant will execution (f/m/d) - temporary until mid-2027 — Raiffeisen
NewCHF 73'500 - 111'500
Raiffeisen · Zürich (ZH)
- Location
- Zürich
- Contract
- full-time
- Posted
- Yesterday
SalaryCHF 73'500 - 111'500
Role overview
Raiffeisen Switzerland supports the Raiffeisen banks with a team of specialists in the holistic advice of our customers in the areas of financial planning, pensions, taxes and inheritances.
In the area of inheritance consulting/enforcement of will, we continue to build up capacities to provide our customers with professional support in the orderly transfer of assets to the next generation.
In order to strengthen our team based in Zurich Airport (The Circle) as well as the possibility to work partly in the home office, we are looking for a communicative and innovative personality as an assistant inheritance consultancy / execution of will (f/m/d) on a temporary basis until mid-2027 as of October 2026 or by agreement.
- Raiffeisen Switzerland supports the Raiffeisen banks with a team of specialists in the holistic advice of our customers in the areas of financial planning, pensions, taxes and inheritances.
- In the area of inheritance consulting/enforcement of will, we continue to build up capacities to provide our customers with professional support in the orderly transfer of assets to the next generation.
- Processing of customer inquiries as well as inquiries from bank advisors in the area of inheritance advice / inheritance grants
- Active participation in mandates for executing wills and representing heirs
Main responsibilities
- Processing of customer inquiries as well as inquiries from bank advisors in the area of inheritance advice / inheritance grants
- Active participation in mandates for executing wills and representing heirs
- Assumption of correspondence for mandate heads with heirs, offices, etc. Requirements
- Basic commercial education or equivalent education completed
- Several years of professional experience in the administrative field of the granting of inheritance beneficial
- Ideally, you will bring knowledge in the field of matrimonial property law and inheritance law
- High commitment, flexibility and initiative
- Negotiating knowledge of German and technical flair We offer:
- The work-life balance of our employees is important to us.
- That’s why we create the conditions for flexible working hours – with offers for mobile work, home office and part-time work.
Additional details
- Assumption of correspondence for mandate heads with heirs, offices, etc.
- Negotiating knowledge of German and technical flair
Notes and original content
- Requirements
