Your Day-to-Day:
• Manage a portfolio of clients and act as a key point of contact throughout the business relationship
• Prepare and present service proposals based on clients’ needs, expectations and objectives
• Coordinate the onboarding and acceptance of new clients in line with internal procedures and compliance requirements
• Coordinate the incorporation of companies, including preparation of corporate documentation and completion of administrative formalities
• Draft and maintain the necessary service agreements and contractual documentation
• Liaise regularly with external stakeholders, including advisors, banks, notaries, public authorities and other relevant parties
• Maintain and update client information and ensure accurate and complete records
• Coordinate corporate legal matters, including Board Meetings, Ordinary and Extraordinary General Meetings and related filings with the relevant authorities
• Coordinate the transfer of client files to accounting teams and follow up on the preparation of annual accounts
• Monitor clients’ tax situations and coordinate the required actions with tax advisors
• Review and follow up on annual accounts, direct and indirect tax returns, corporate matters and compliance documentation
• Ensure that client files are handled in accordance with applicable legal, regulatory, quality and efficiency requirements
• Identify clients’ needs, issues and expectations and provide appropriate solutions
• Monitor key operational deadlines and performance indicators, including annual accounts, tax filings and outstanding receivables
• Contribute to the achievement of team objectives and respect agreed production schedules
• Collaborate closely with management and internal teams to ensure smooth and efficient client service
• Support and mentor new team members as part of their onboarding and development
• Contribute to the preparation of billing proposals in collaboration with management
Your Profile:
• Bachelor’s degree or equivalent (minimum Bac+3) in Law, Business Administration, Management, Economics, Finance or a related field
• At least 3 years of relevant experience in financial services, accounting, tax, corporate administration or a similar position within a fiduciary or professional services environment
• Strong knowledge of Luxembourg accounting, taxation and corporate law
• Good understanding of AML/CFT requirements and compliance principles
• Solid accounting knowledge, including the ability to review financial statements and interact effectively with accounting teams
• Previous experience working with structures such as securitisation vehicles, unregulated funds and SOPARFIs
• Fluent in both French and English; any additional language is considered an advantage
• Strong organisational and coordination skills with the ability to manage multiple client matters and deadlines simultaneously
• Excellent communication and interpersonal skills when dealing with clients, internal teams and external stakeholders
• Client-oriented mindset with the ability to understand needs and provide appropriate solutions
• Ability to work independently while collaborating effectively with a team
• Strong attention to detail, reliability and respect for procedures and deadlines
• Ability to adapt to a regulated and demanding financial services environment