PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Vollzeitnur vor OrtSenior
Zürich
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65655 PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Maintaining Salesforce records and coordinating client meeting logistics at a financial services firm focused on wealth management. 7+ years of executive assistant or sales support experience, Salesforce proficiency essential. 25 days annual leave.
Anforderungen
- Bachelor’s Degree preferred
- 7 or more years of executive assistant, project management, sales support, or other transferable experience
- Proficiency in Salesforce, Seismic, Tableau, Microsoft Word, PowerPoint, Excel, Teams
- High degree of professionalism and strong work ethic
- Strong editing and proofreading skills
- Proactive thinking and anticipation of needs
- Ability to work independently with minimal direction
- Excellent written and verbal communication skills in (Swiss-)German and English, desirably in French
- Strong attention to detail, accuracy, and completeness
- Seeks development and learning opportunities
- Strong critical thinking and logic skills
- High level of productivity and self-direction while multi-tasking
- Proactive problem solving
Aufgaben
- Partner with sales representatives to maintain Salesforce records
- Track client life cycle events, including opportunities and correspondence
- Ensure high-touch service for clients throughout the client life cycle
- Secure client meeting materials and coordinate Compliance approval
- Schedule and coordinate meeting logistics, including video conferencing
- Prepare printed meeting materials and manage other logistics
- Coordinate international travel arrangements and prepare itineraries
- Assist with local client events
- Provide management reporting for regulatory requirements
- Process expenses, invoices, and client reimbursements for the Zurich team
- Liaise with IT to resolve mobile device issues
- Perform administrative duties and special projects as assigned
- Coordinate relationships with local suppliers
- Conduct independent research projects as assigned
- Collaborate with other Executive Assistants and provide backup support
Berufserfahrung
- 7 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
Tools & Technologien
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- PowerPoint
- Excel
- Teams
Benefits
Betriebliche Altersvorsorge
- Defined contribution pension plan
- Life insurance coverage
Gesundheits- & Fitnessangebote
- Accident insurance coverage
Sonstige Vorteile
- Short-term disability coverage
Sicherer Arbeitsplatz
- Long-term disability coverage
Mentale Gesundheitsförderung
- Employee assistance program
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 655 PGIM Ltd - Switzerland Branch erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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65655 PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung
Maintaining Salesforce records and coordinating client meeting logistics at a financial services firm focused on wealth management. 7+ years of executive assistant or sales support experience, Salesforce proficiency essential. 25 days annual leave.
Anforderungen
- Bachelor’s Degree preferred
- 7 or more years of executive assistant, project management, sales support, or other transferable experience
- Proficiency in Salesforce, Seismic, Tableau, Microsoft Word, PowerPoint, Excel, Teams
- High degree of professionalism and strong work ethic
- Strong editing and proofreading skills
- Proactive thinking and anticipation of needs
- Ability to work independently with minimal direction
- Excellent written and verbal communication skills in (Swiss-)German and English, desirably in French
- Strong attention to detail, accuracy, and completeness
- Seeks development and learning opportunities
- Strong critical thinking and logic skills
- High level of productivity and self-direction while multi-tasking
- Proactive problem solving
Aufgaben
- Partner with sales representatives to maintain Salesforce records
- Track client life cycle events, including opportunities and correspondence
- Ensure high-touch service for clients throughout the client life cycle
- Secure client meeting materials and coordinate Compliance approval
- Schedule and coordinate meeting logistics, including video conferencing
- Prepare printed meeting materials and manage other logistics
- Coordinate international travel arrangements and prepare itineraries
- Assist with local client events
- Provide management reporting for regulatory requirements
- Process expenses, invoices, and client reimbursements for the Zurich team
- Liaise with IT to resolve mobile device issues
- Perform administrative duties and special projects as assigned
- Coordinate relationships with local suppliers
- Conduct independent research projects as assigned
- Collaborate with other Executive Assistants and provide backup support
Berufserfahrung
- 7 Jahre
Ausbildung
- Bachelor-Abschluss
Sprachen
- Deutsch – verhandlungssicher
- Englisch – verhandlungssicher
- Französisch – Grundkenntnisse
Tools & Technologien
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- PowerPoint
- Excel
- Teams
Benefits
Betriebliche Altersvorsorge
- Defined contribution pension plan
- Life insurance coverage
Gesundheits- & Fitnessangebote
- Accident insurance coverage
Sonstige Vorteile
- Short-term disability coverage
Sicherer Arbeitsplatz
- Long-term disability coverage
Mentale Gesundheitsförderung
- Employee assistance program
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens 655 PGIM Ltd - Switzerland Branch erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Über das Unternehmen
655 PGIM Ltd - Switzerland Branch
Branche
FinancialServices
Beschreibung
Prudential is a multinational financial services leader focused on helping individual and institutional customers grow and protect their wealth.
Noch nicht perfekt?
- PGIM Ltd - Switzerland Branch
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