Mandate Manager 100% – Fiduciaire | Vevey
- Employment type
- Full-time
- Workload
- 100%
- Location
- Vevey · Remote possible
- Company
- FIDBOX Sàrl, 1800 Vevey
- First posted
At FIDBOX, we have a simple conviction: an entrepreneur does not need more accounting entries, they need clarity to decide. This is what we have been building since day one, with 100 % cloud tools, structured processes, and a team that truly loves its clients.
FIDBOX is now entering a new phase of growth and structuring. We are looking for a motivated person to take charge of a portfolio of mandates and grow with the firm.
The position
You will progressively manage a portfolio of SME and entrepreneur mandates, serving as the main point of contact for your clients.
Concretely, you will:
- manage your mandates: accounting, VAT, closings, tax for legal entities and individuals, payroll;
- organize, delegate, and review the team's work;
- build a lasting relationship of trust with your clients;
- develop advisory services: reporting, budget, tax planning;
- contribute to our processes, our tools, and our internal documentation;
- be a driver for automation and AI.
Your profile
- Federal diploma of specialist in finance and accounting, fiduciary agent, or equivalent training;
- At least 3 to 4 years of experience in Swiss fiduciary services;
- Good knowledge of Swiss taxation (legal entities, individuals, VAT);
- Fluent English is an asset;
- Excellent interpersonal skills and a taste for client contact;
- Pragmatic, solution-oriented, with a strong appreciation for well-done processes;
- A real appetite for digital tools. Curiosity is essential;
- The desire to invest yourself, take initiative, and progress quickly.
What FIDBOX offers you
- A role with real responsibilities and a direct impact on your clients and the firm;
- Concrete skill development, from closing to financial advisory;
- Great prospects for evolution within a rapidly growing firm;
- A portfolio of entrepreneur clients, varied and stimulating;
- A 100 % cloud stack and a team that loves testing new ways of working;
- Attractive remuneration, commensurate with the profile;
- Offices in Vevey, with a share of teleworking and flexibility in organization.
Start date: 1st January 2027 or by agreement
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Posted 2 weeks ago