Executive Assistant

Linvo AG; Zürich; Hybrid; CHF 70,000 - 110,000; Full time

Job summary

Linvo AG, based in Zürich, Switzerland, is seeking an independent and proactive assistant to support the team with calendar management, meeting coordination, and document preparation in German and English. The role involves handling sensitive information with discretion and supporting interns.

The candidate should have experience in financial or fiduciary services, strong MS Office skills, and a highly organized, detail-oriented mindset.

Qualifications

• Professional experience as an assistant in a demanding family office (preferred) or (private) bank.
• Experience in Financial or Fiduciary Services industry. Previous career in Big Four is a plus.
• Knowledge in founding and liquidating companies, foundations and trusts in different jurisdictions.
• You proactively seek out and identify tasks that need to be done, rather than waiting for others.
• Basic understanding of accounting, tax and fiduciary matters.
• Fluent in both German and English. Knowledge of Russian language is a plus and any other language an asset.
• Very good MS Office skills (Outlook, Word, Excel, PowerPoint).
• Dynamic personality with the ability to do a multi-tasking job, operational commitment and a professional approach.
• University degree is a plus.

Responsibilities

• Efficient administrative and organizational support for the team
• Independent management of calendars and coordination of meetings and events
• Planning, organization, booking and follow-up of meetings, appointments and business trips nationally and internationally
• Preparation and updating of KYC documents, support in or taking lead on account openings at custodian banks
• Preparation of offers, business letters and contracts
• Preparation of presentations and extensive correspondence with clients and third parties in German and English
• First stop for internal and external stakeholders
• Participation in various projects with project management and follow-up
• Support in guiding and educating interns

Skills

Discretion

Multitasking

Organizational skills

German language

English language

MS Office

Team spirit

Proactive mindset

Education

University degree (plus)

Tools

MS Office: Outlook

MS Office: Word

MS Office: Excel

MS Office: PowerPoint

Job description

About Us

LINVO AG – Life Investment Office is a Swiss investment boutique dedicated to supporting entrepreneurs with comprehensive wealth management solutions. Based in Switzerland, the firm’s team combines decades of international investment banking and asset management experience with a strong network of trusted financial partners.

LINVO AG offers an integrated suite of services, including wealth planning, private equity and debt, real estate, investment strategies, family office, and multi-asset management. The company differentiates itself from traditional financial advisors by providing tailored, value-focused advisory services aligned with clients’ specific objectives. Its mission is to give clients time, control, confidence, and freedom to fully enjoy their wealth.

Your Responsibilities

• Efficient administrative and organizational support for the team
• Independent management of calendars and coordination of meetings and events
• Planning, organization, booking and follow-up of meetings, appointments and business trips nationally and internationally
• Preparation and updating of KYC documents, support in or taking lead on account openings at custodian banks
• Preparation of offers, business letters and contracts
• Preparation of presentations and extensive correspondence with clients and third parties in German and English
• First stop for internal and external stakeholders
• Participation in various projects with project management and follow-up
• Support in guiding and educating interns

Requirements Profile

We would like to have a very independent and committed personality with a great organizational ability and team spirit, who appreciates absolute discretion. Your strengths are comprehension and flexible thinking. You can work under pressure, handle multiple tasks at once and you are open to feedback and continuous improvement. A high level of detail orientation is essential.

The following qualifications and characteristics complete your profile

• Professional experience as an assistant in a demanding family office (preferred) or (private) bank
• Experience in Financial or Fiduciary Services industry. Previous career in Big Four is a plus
• Knowledge in founding and liquidating companies, foundations and trusts in different jurisdictions
• You proactively seek out and identify tasks that need to be done, rather than waiting for others to give you a new task
• Basic understanding of accounting, tax and fiduciary matters
• Fluent in both German and English. Knowledge of Russian language is a plus and any other language an asset
• Very good MS Office skills (Outlook, Word, Excel, PowerPoint)
• Dynamic personality with the ability to do a multi-tasking job, operational commitment and a professional approach
• University degree is a plus