Senior Executive Assistant, Private Wealth Office

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

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.