Clerk fiduciary: training, further training, course, schools, self-test

After completing the further training course for fiduciary clerks with an edupool diploma, you can start courses to become a fiduciary with a federal certificate or a specialist in finance and accounting with a federal certificate. Various clerk courses are also available, for example in the areas of human resources, real estate management or social insurance. With an edupool.ch diploma, you can also complete further training to become a payroll expert.

The following tasks are required for fiduciary clerks in fiduciary clerk jobs:

• Managing customer accounts
• Keeping financial accounts
• Preparation of interim and annual financial statements
• Payroll accounting incl. human resources
• VAT settlements
• Tax returns for individuals and legal entities
• Discussion of the annual financial statement and tax return with the client
• Control of tax assessments / invoices
• Completion of tax requirements (in consultation with the Tax department)
• General fiduciary work and support for the client managers

The admission requirements for the fiduciary clerk training are:

• Successful completion as an Accounting Clerk edupool.ch / Accounting Clerk edupool.ch
• At least two years of general professional experience
• Good written and spoken German (level C1)
• In addition, for admission to the final examination: regular class attendance of at least 80%.

Important personal requirements for fiduciary clerk training are also:

• analytical skills
• strong sense of responsibility
• Service awareness
• Good knowledge of business administration
• Good knowledge of accounting

The salary or salary development depends on various factors, such as the industry, region, size of the company, professional experience, previous education and age. In terms of salary, the question of whether a new position and function in the previous or another company will be taken up with the degree is also decisive.

You can calculate your personal salary opportunities with "Salarium", the federal government's salary calculator.Click here for the wage calculator.

A fiduciary clerk training course provides extensive basic knowledge in the fiduciary sector. This enables graduates to routinely solve a wide variety of tasks, including job-specific tasks, in fiduciary practice, apply the theoretical knowledge they have acquired in practice, think and act in a market- and customer-oriented manner, apply methods and instruments in a targeted manner and begin the skills required for a further training course at specialist certificate level.

Depending on the school, further training to become a trust officer can take different lengths of time, usually between 1-2 semesters.

Depending on the training course, graduates of the fiduciary clerk course receive either an internal school certificate or the "Fiduciary clerk edupool.ch" diploma from the Swiss Commercial Association and EXPERTsuisse, the leading association for auditing in Switzerland.

A fiduciary clerk has the following tasks:

• carry out payroll accounting for customers or clients
• Supervision of personnel administration
• Operational work in financial and operational accounting
• Assistance with the preparation of interim and annual financial statements
• Completing tax returns

Fiduciary clerk training, further education with an edupool.ch diploma is aimed at people who are looking to enter the fiduciary profession and have already completed professional training. This further education course is also suitable for employees from the fiduciary sector who wish to acquire in-depth knowledge, as well as for people from related professional fields such as administration, insurance or accounting. This course can also be an enrichment for institutional and private asset managers and for prospective self-employed persons, as well as for people who are working towards a federal examination.

The fiduciary clerk training with eduool.ch diploma includes four compulsory subjects. These subjects are: Taxes and Law Basics, Taxes, Law, Linking and Consolidation. This includes content such as the structure of the legal system, general legal principles, the Code of Obligations, income tax without self-employment, wealth tax, types of tax, income tax for natural persons (in accordance with the DBG and StHG), cantonal taxes, principles of taxation for legal entities (in accordance with the DBG and StHG), Profit tax for corporations (according to DBG and StHG), capital tax for corporations (according to StHG), withholding tax (according to VStG), third-party comparison principle, introductory articles of the ZGB and personal law, ZGB family law, ZGB inheritance law, OR individual contractual relationships, company law, debt collection and bankruptcy law. In addition, the acquired theoretical knowledge is put into practice.