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Senior Management Assistant – Group CFO Team

Julius Baer · Zurich

Senior 🇬🇧 English
Excel PowerPoint

Description du poste

About the role

We are looking for a proactive Senior Management Assistant to support the Group CFO’s leadership team at Julius Baer. The role offers full‑time, on‑site involvement within a leading Swiss private bank, providing high‑level administrative support to senior finance executives.

Key responsibilities

  • Act as the primary point of contact for internal and external stakeholders on behalf of the Group CFO’s direct reports.
  • Manage complex calendars, schedule meetings, and coordinate global travel arrangements.
  • Prepare and process detailed expense reports, ensuring audit readiness.
  • Organise meetings, conferences, workshops and related logistics.
  • Conduct research and prepare materials in advance of meetings.
  • Handle ad‑hoc tasks, small project coordination and HR‑related administrative support.
  • Maintain smooth day‑to‑day office operations, including correspondence and calls.

Required profile

  • Discreet, trustworthy and committed to confidentiality.
  • Minimum 3‑4 years experience as an Executive Assistant or Personal Assistant, preferably in finance or a corporate environment.
  • Excellent written and verbal communication skills in English and German.
  • Strong time‑management, multitasking and prioritisation abilities.
  • Highly organised, proactive and able to work under pressure with minimal supervision.

Required skills

  • Proficiency in Microsoft Office applications, especially Excel and PowerPoint.

What we offer

  • Opportunity to gain insight across the Finance unit and work closely with senior leadership.
  • Dynamic, entrepreneurial environment within a premium global wealth‑management brand.

Questions fréquentes

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Julius Baer

Zurich