Compliance and Accounting Associate
Key information
- Publication date:03 February 2025
- Workload:80 – 100%
- Contract type:Unlimited employment
- Language:German (Fluent), English (Fluent)
- Place of work:Gartenstrasse 33, 8002 Zürich
Job summary
Join Toledo Capital AG, a Zurich-based asset management firm! Enjoy a collaborative environment with opportunities for growth.
Tasks
- Oversee compliance and accounting functions effectively.
- Conduct compliance audits and reviews as needed.
- Manage onboarding of clients per FINMA regulations.
Skills
- Bachelor’s degree in Finance or related field required.
- Strong analytical skills with attention to detail.
- Fluency in English and German is essential.
Summary from the original job ad
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Job description
About Us Toledo Capital AG is a Zurich-based asset management company, founded in 2011, and a partner of the Aquila Platform. As a Family Office, we provide tailored financial solutions to our clients, ensuring the highest standards of compliance, efficiency, and strategic financial planning. 7
Job Overview We are looking for a dynamic and proactive Compliance and Accounting Associate to join our team. The ideal candidate is a fast learner, a team player, and highly detail oriented. In this role, you will be responsible for managing compliance and accounting tasks while contributing to business development and operational efficiency.
Key Responsibilities - Lead and oversee compliance and accounting functions. - Conduct compliance reviews and audits. - Prepare, process, and monitor quarterly fund retrocession and management fees. - Ensure proper onboarding of new clients and financial institutions, maintaining compliance with FINMA guidelines. - Maintain and update client documentation in accordance with regulatory requirements. - Manage and implement compliance-related projects - Support marketing efforts - Ensure structured workflows and effective prioritization of tasks.
Qualifications & Skills Team player who contributes to a fun, positive, and collaborative work environment Bachelor's degree in Finance, Business Administration, Accounting, or a related field. 1-3 years of experience in compliance, accounting, or financial services. Strong analytical and problem-solving skills with a keen eye for detail. Ability to manage multiple tasks efficiently and meet deadlines. Fast learner, Proactive, solution-oriented mindset with excellent organizational skills. Strong communication skills and ability to interact with clients and colleagues professionally. Experience with FINMA regulations and Swiss financial compliance is a plus. Fluency in English and German is a must, other languages are an advantage. Proficiency in MS Office (Excel, PowerPoint, Word, etc.)
Why Join Us? Work in a collaborative and professional environment within a leading Family Office. Gain hands-on experience in compliance, accounting, and business development. Opportunity for career growth and development. If you are an ambitious, detail-oriented, and proactive professional looking to grow within a dynamic financial services firm, we would love to hear from you.
How to Apply: Please send your CV and a brief cover letter to Write an email h with the subject line "Compliance and Accounting Associate Application.
