PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Full-timeOn-siteSenior
Zürich
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65655 PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
Tools & Technologies
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- PowerPoint
- Excel
- Teams
Benefits
Retirement Plans
- Defined contribution pension plan
- Life insurance coverage
Healthcare & Fitness
- Accident insurance coverage
Other Benefits
- 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 655 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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65655 PGIM Ltd - Switzerland Branch
Executive Assistant(m/w/x)
Zürich
Full-timeOn-siteSenior
Nejo AI Summary
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.
Requirements
- 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
Tasks
- 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
Work Experience
- 7 years
Education
- Bachelor's degree
Languages
- German – Business Fluent
- English – Business Fluent
- French – Basic
Tools & Technologies
- Salesforce
- Seismic
- Tableau
- Microsoft Word
- PowerPoint
- Excel
- Teams
Benefits
Retirement Plans
- Defined contribution pension plan
- Life insurance coverage
Healthcare & Fitness
- Accident insurance coverage
Other Benefits
- 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 655 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.
About the Company
655 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.
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