Sales Support Analyst/ Office Coordinator

Aumni; Zürich; On-site; CHF 65,000 - 95,000; Full time

Job summary

Aumni is seeking a Sales Support / Office Coordinator to back the Switzerland Funds team and the Country Head in Zurich and Geneva. You will manage meeting logistics, travel, and day-to-day admin to keep processes accurate and timely.

In this role you will coordinate with Marketing/Events and Institutional teams, maintain CRM updates, prepare expense reports, and support multiple senior stakeholders with professionalism and discreetness. Fluency in English and German is essential.

Qualifications

• Completed commercial apprenticeship (KV) or equivalent qualification.
• Prior experience in executive assistant support, office management, sales support, or a similar coordination role (financial services experience is a plus).
• Strong attention to detail, reliability, and follow-through.
• Excellent organization and prioritization skills; comfortable managing multiple stakeholders and deadlines.
• Confident with digital tools; motivated to improve ways of working and drive process efficiency.
• Professional, discreet, and comfortable interacting with senior stakeholders.
• Fluency in English and German (written and spoken).
• Additional languages are an advantage.

Responsibilities

• Sales & client support: central point of contact to coordinate visit schedules for product specialists and senior management across Zurich and Geneva.
• CRM & communications: maintain CRM tool updates, opportunities/biz at risk, and mailing lists for client communications and event invitations.
• Administration & coordination: prepare complex expense reports, coordinate travel calendars, and act as office coordination point for day-to-day items.

Skills

English

German

Project coordination

Office management

Attention to detail

Education

Commercial KV apprenticeship

Tools

CRM software

Job description

As Sales Support / Office Coordinator, you will provide day-to-day administrative, organizational, and coordination support to the Switzerland Funds team and the Country Head. You will help ensure client meetings and events run smoothly, and that specialist and senior stakeholder visits are well coordinated across Zurich and Geneva. You will also support core sales administration to keep processes accurate, timely, and well organized.

Reporting to: Business Management Head

Job responsibilities:

Sales & client support

• Act as the central point of contact to coordinate visit schedules for product specialists and senior management across Zurich and Geneva.
• Manage end-to-end client meeting logistics (room bookings, VC setup, agendas/briefing packs, materials preparation, and action tracking).
• Coordinate with internal partners (e.g., Marketing/Events, Institutional and ETF teams) to ensure meetings and events are set up effectively.
• Assist with tracking and consolidating weekly sales results and key activity metrics.

CRM & communications

• Support maintenance of the CRM tool, including timely updates to contacts and events follow-up actions.
• Support pipeline administration by keeping opportunities/biz at risk up to date, following up on inputs with sales CAs, and ensuring basic pipeline hygiene.
• Manage and maintain mailing lists to ensure accurate distribution for client communications and event invitations.

Administration & coordination

• Prepare and manage complex expense reports for the team, ensuring completeness and timely submission.
• Coordinate travel planning and calendars as required (itineraries, meeting scheduling, and stakeholder alignment).
• Act as the office coordination point for day-to-day operational items (building management liaison, visitor process, access badges, meeting room readiness).
• Provide proactive administrative support to the Country Head (calendar/meeting coordination and ad-hoc requests).

Required qualifications, capabilities, and skills

• Completed commercial apprenticeship (KV) or equivalent qualification.
• Prior experience in executive assistant support, office management, sales support, or a similar coordination role (financial services experience is a plus).
• Strong attention to detail, reliability, and follow-through.
• Excellent organization and prioritization skills; comfortable managing multiple stakeholders and deadlines.
• Confident with digital tools; motivated to improve ways of working and drive process efficiency.
• Professional, discreet, and comfortable interacting with senior stakeholders.
• Fluency in English and German (written and spoken).
• Additional languages are an advantage.

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

As Sales Support / Office Coordinator, you will provide day-to-day administrative, organizational, and coordination support to the Switzerland Funds team and the Country Head. You will help ensure client meetings and events run smoothly, and that specialist and senior stakeholder visits are well coordinated across Zurich and Geneva. You will also support core sales administration to keep processes accurate, timely, and well organized.