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Executive Assistant(m/w/x)
Maintaining Salesforce records and coordinating Compliance approval for client meeting materials in financial services. 7+ years of high-level administrative or sales support experience required. 25 days annual leave.
Requirements
- Bachelor’s Degree preferred
- 7 or more years of executive assistant, project management, sales support or other transferrable experience
- Proficiency in Salesforce, Seismic, Tableau, Microsoft Word, Power Point, 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
- Proactive problem solving
- Flexibility to work hours as required
Tasks
- Partner with sales representatives to maintain Salesforce records
- Track all client life cycle events, including opportunities and correspondence
- Ensure high-touch service to clients throughout the client life cycle
- Secure client meeting materials and coordinate Compliance approval
- Schedule and coordinate meeting logistics, including video conference setup
- Prepare printed meeting materials and manage other logistics
- Coordinate international travel arrangements and prepare detailed itineraries
- Assist with local client events
- Provide management reporting to meet 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 Europe-based Executive Assistants and provide backup coverage
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
Tools & Technologies
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- Power Point
- Excel
- Teams
Benefits
Retirement Plans
- Defined contribution pension plan
- Life insurance coverage
Other Benefits
- Accident insurance coverage
- Short-term disability coverage
Job Security
- Long-term disability coverage
Mental Health Support
- Employee assistance program
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- 655 PGIM Ltd - Switzerland BranchFull-timeOn-siteSeniorZürich
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Full-timeOn-siteExperiencedZürich
Executive Assistant(m/w/x)
Maintaining Salesforce records and coordinating Compliance approval for client meeting materials in financial services. 7+ years of high-level administrative or sales support experience required. 25 days annual leave.
Requirements
- Bachelor’s Degree preferred
- 7 or more years of executive assistant, project management, sales support or other transferrable experience
- Proficiency in Salesforce, Seismic, Tableau, Microsoft Word, Power Point, 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
- Proactive problem solving
- Flexibility to work hours as required
Tasks
- Partner with sales representatives to maintain Salesforce records
- Track all client life cycle events, including opportunities and correspondence
- Ensure high-touch service to clients throughout the client life cycle
- Secure client meeting materials and coordinate Compliance approval
- Schedule and coordinate meeting logistics, including video conference setup
- Prepare printed meeting materials and manage other logistics
- Coordinate international travel arrangements and prepare detailed itineraries
- Assist with local client events
- Provide management reporting to meet 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 Europe-based Executive Assistants and provide backup coverage
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
Tools & Technologies
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- Power Point
- Excel
- Teams
Benefits
Retirement Plans
- Defined contribution pension plan
- Life insurance coverage
Other Benefits
- Accident insurance coverage
- Short-term disability coverage
Job Security
- Long-term disability coverage
Mental Health Support
- Employee assistance program
About the Company
PGIM Ltd - Switzerland Branch
Industry
FinancialServices
Description
Prudential is a multinational financial services leader focused on helping individual and institutional customers grow and protect their wealth.
Not a perfect match?
- 655 PGIM Ltd - Switzerland Branch
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Full-timeOn-siteSeniorZürich - Nobel Biocare Services AG
Executive Assistant(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Executive Assistant to Chief Compliance Officer(m/w/x)
Full-timeOn-siteSeniorZürich - CH10 - BJB Bank Julius Baer & Co. Ltd.
Executive Assistant to Chief Compliance Officer(m/w/x)
Full-timeOn-siteSeniorZürich - HITACHI ENERGY LTD
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