Swiss Life AG
Zürich
Mandate Management Pension Funds DE/IT (m/f/d) 80-100%
- 14 October 2026
- 80 – 100%
- Zürich
Job summary
Join Swiss Life, a leader in financial advisory services. We offer a supportive work environment with great benefits.
Tasks
- Manage daily operations for autonomous pension funds, including records.
- Take on mandate responsibility for a large pension fund effectively.
- Provide expert support to insured individuals via phone and email.
Skills
- Commercial training and experience in pension fund management required.
- Proven knowledge of occupational benefits and pension fund operations.
- Fluent in German and Italian, skilled in stakeholder communication.
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About the job
Your area of responsibility
- You are responsible for handling the day-to-day business in the area of actuarial and administrative management of autonomous pension funds; this includes, among other things, entries and exits, salary changes, purchases, WEF advances, divorces, retirements as well as death and disability cases, pension payments, contribution collection and benefit as well as contribution calculations
- You take on the mandate responsibility for a large autonomous pension fund and ensure its comprehensive and independent support
- You are available to insured persons as a competent contact person for telephone and written enquiries
- In exchange with internal and external stakeholders, you ensure professional and reliable cooperation
- You actively contribute your expertise to projects and specialist groups
Your strengths
- You have a commercial basic education and ideally further training as a specialist in occupational benefits with a federal certificate of competence or a comparable qualification
- You have sound knowledge of occupational pensions and bring several years of professional experience in the support of autonomous pension funds; independent management and administration of complex mandates is familiar to you
- You already have professional experience in the area of the 2nd pillar and apply your expertise in day-to-day business
- You are a precise and motivated personality and are used to working independently
- You have a confident command of German and Italian, both spoken and written, and communicate appropriately with different target groups
- Market-oriented base salary
- Bonus depending on company success and personal performance
- Between 25 and 30 days of holiday
- Recognition of service anniversaries in five-year intervals
- Flexible working hours
- Mobile office
- Time-out models
- Flexible working models 58+
- Internal training offer
- Support for external education and training
About Swiss Life
With our individual pension and financial advice, we accompany people in all stages of life in preparing for their financial future and support them in shaping their lives financially independently.