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PGPGIM Ltd - Switzerland Branch

Executive Assistant(m/w/x)

Zürich
Full-timeOn-siteSenior

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

  • GermanBusiness Fluent
  • EnglishBusiness Fluent
  • FrenchBasic

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
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of PGIM Ltd - Switzerland Branch and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.

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