Description

In this role, you will provide essential support to the team by managing client interactions, meeting logistics, travel arrangements, and regulatory reporting, ensuring a seamless experience for clients and colleagues alike.

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

Tools & Technologies

Benefits