Employee*in Client Services & Investment Controlling / Office Management, 100%

About the job

We have been an independent, specialised financial service provider with proven expertise in working with institutional investors for more than 40 years and support them in all phases of the investment process. Our customised services in the areas of investment reporting, investment controlling, investment consulting and investment accounting are used by decision-makers at home and abroad. With this offering, we help our clients achieve greater efficiency in the investment process by creating structure and transparency, thus providing an optimal basis for decision-making.

To strengthen our Client Services team in Zurich, we are looking for a committed, reliable and service-oriented personality as

Employee*in Client Services & Investment Controlling / Office Management, 100%

In this versatile role, you will combine demanding tasks in Client Services and Investment Controlling with activities in Office Management.

Your tasks

Client Services & Investment Controlling

• You prepare evaluations, statistics, graphics and presentations for clients and internal decision-makers
• You organise and coordinate the entire dispatch of client documentation
• You act as the interface between Investment Controlling and other internal departments
• You support the Head of Investment Consulting/Controlling with demanding organisational and administrative tasks
• You coordinate and prioritise tasks within the Client Services team
• You ensure efficient workflows and continuously optimise processes
• You check asset management fees based on performance reporting data
• You maintain and manage client data and are responsible for database management
• You assist with the introduction and training of new employees

Office Management:

• You welcome and look after clients
• You handle telephone and mail services
• You are responsible for materials management and general administrative tasks

Your profile convinces through

• Completed commercial or equivalent training in banking, fiduciary, asset management, financial services, management consulting with several years of professional experience in a comparable role
• Analytical thinking and a strong understanding of numbers
• Very good knowledge of Microsoft Office applications, especially Excel, Word and PowerPoint
• Independent, precise and structured way of working
• Very good German skills in spoken and written form as well as good understanding of Swiss German, good English skills in spoken form
• High service orientation, organisational talent and resilience
• Friendly demeanour and polished manners

Your prospects

• A varied and responsible position in the area of Client Services and Investment Controlling
• A versatile hub function with close contact to internal and external contacts
• Independent work with room for ideas and personal development
• A collegial and professional team with short decision-making paths
• An attractive overall package with market-conform salary, as well as additional benefits and discounts (e.g. banking products and services on preferential terms)
• Modern workplace in Zurich Seefeld

Have we aroused your interest and would you like to learn more about us and our position? Then we look forward to receiving your complete application documents and to getting to know you.

Complementa AG
Eisengasse 16
CH-8008 Zurich

Tel.: +41 71 313 84 13