Location: Zurich, ZH, Switzerland

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.