Family Office Operations Officer
SZ&J AGPoste a pourvoir : Family Office Operations Officer
Zug
SZ&J AG.
Our client is a Zug-based single family office, established in 2018 to manage the financial assets of one European family. The office consists of a close-knit team of four, supported by a trusted network of external advisors, working in a confidential and highly professional international environment. English is the working language.
Why This Role Is Different
You will not be one number among hundreds in a bank back office. As our Family Office Operations Officer, you sit at the operational heart of the firm. You will work directly with the Managing Director, the CIO and the Head of Accounting, with broad exposure across banking operations, post-trade processing, cash management, regulatory administration and audit support. The role offers depth, responsibility and the autonomy that only a small, focused setup can give you. A rare opportunity to combine the technical rigour of banking operations with the variety and direct ownership of a family office environment.
What You Will Do
1) Banking & Investment Operations
- Support post-trade processing and trade settlement across asset classes.
- Coordinate transactions with custodian banks, brokers and counterparties.
- Monitor cash and liquidity, including funding of capital calls in private markets.
- Maintain complete and accurate trade documentation.
2) Finance & Reporting
- Prepare bank orders, receipts and payment confirmations.
- Reconcile trades and valuations of investment positions.
- Maintain the central electronic database of financial documents.
3) Compliance & Governance
- Keep regulatory and KYC documentation up to date for our regulator and SRO.
- Coordinate with legal, compliance and external advisors as needed.
- Prepare and verify documentation for audits and reviews.
What You Bring
- Several years of experience in an operational role at a bank, asset manager or family office – ideally in post-trade, settlement, middle office or banking operations.
- Solid understanding of transaction processing, payment administration, basic derivatives handling and cash management.
- Fluent English (written and spoken). Other languages welcome.
- Confident user of Microsoft Office (Excel in particular) and electronic document management systems.
- Highest standards of discretion, accuracy and reliability – a sense of personal responsibility for what you deliver.
- A proactive, service-oriented mindset and the ability to work both independently and as part of a small team.
What You Get in Return
- A long-term position in a stable single-family office.
- Direct exposure to senior management and investment professionals.
- Deep, hands-on insight into asset management and private wealth operations.
- A hybrid working model: office in Zug with partial remote work by agreement.
- Real responsibility and autonomy – your work will be visible and will matter.
- A competitive compensation package, including a performance-related bonus.
How to Apply
We look forward to receiving your application – including your CV, a short cover letter, your earliest possible start date and your salary expectations.
All applications will be handled with the highest level of discretion. Only candidates with the right to work in Switzerland will be considered.
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