Fachspezialistinbvgvertrieb(Middle-office)
vor 1 Tag
Unser Auftraggeber verwaltet halb/-autonome Vorsorgeeinrichtungen und komplexe Sammelstiftungslösungen. Dabei bietet er umfassende und individuelle Lösungen im Bereich der
- **Berufliche**n
- **Vorsorge** an. Im Zuge der hohen Kundennachfrage wird eine neue Stelle im Middle-Office zwischen Frontvertrieb und operativer Abwicklung geschaffen. Dabei bilden Sie eine wirkungsvolle Unterstützung für die Beratungsfront und sorgen für die Steuerung der relevanten Eckdaten für das "Back-Office". Zusammengefasst können Sie folgende Aufgaben übernehmen:
- Erstellen aussagekräftiger Präsentationen für die BeraterInnen/Pitches"
- Erstellen konkreter Offerten inklusive Parametrieren von Vorsorgeplänen für die angebotenen Vorsorgelösungen
- Aufsetzen von Neuanschlüssen und Planänderungen, Mitarbeit beim Jahresendprozess
- Mitarbeit bei der Führung und Pflege des CRM-Systems
- Enge Kooperation mit der Beratungsfront und der Kundenbetreuung (als Bindeglied zur Beratung)
- Kontakt und Support externen Partner, Kunden und Broker
- Je nach Kapazität Projektmitarbeit im Bereich CRM / Prozessoptimierungen.- Anforderungen- Kaufmännischer Hintergrund mit **solide**r **Praxis** im **Vertrieb und/oder Operations** der **Berufliche**n **Vorsorge**. Relevante Weiterbildung (z.B. Fachfrau/mann Personalvorsorge) wird begrüsst
- ** Sicheres Deutsch**, gutes Italienisch hilfreich
- Routinierte MS-Office-Anwendung (v.a. **Excel**, **Powerpoint**)
- Praxis mit CRM- und professionellen BVG-Verwaltungsapplikationen (ideal SwissPension 6)
- Wir wenden uns an eine teamorientierte, selbständige, kommunikative Person mit hoher Kundenorientierung, Zuverlässigkeit und gut organisierter Arbeitsweise (Prioritätensetzung).
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Head of Middle Office
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Head of Middle Office
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Zug, Schweiz MET Group VollzeitManage the Middle Office team and lead MO operations - Daily deal validation, ensuring that all deals are validated by COB - Deal entry for subsidiaries, amendments and rebookings of existing trades - Daily controls on exposures, physical position, storage completeness - Setting up new controls and processes, involvement in a range of projects - Supporting...
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Director, Distributor Markets
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Trade Accountant
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Deliver Project Manager
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Compliance Officer
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Compliance Officer, Zug
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Office Managerin
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Supply Chain Learning Partner Lead Emea
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Office Manager
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Office Manager
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Office Manager
vor 1 Woche
Zug, Schweiz MET Group VollzeitCompany Description **MET Group **is an integrated European energy company, headquartered in Switzerland, with activities in natural gas and power, focused on multi-commodity wholesale, trading and sales, as well as energy infrastructure and industrial assets. **MET Group **is represented in 14 European countries, with 700+ permanent staff in Austria,...
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Project Manager
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Office Manager
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Trade Accountant
Vor 7 Tagen
Zug, Schweiz Glencore VollzeitJob highlightsFull timeBaar, Zug, SwitzerlandTrade AccountingJob IDR200000950Closing date11/01/2025Last Updated11/12/2024We are looking for a motivated and eager candidate with a keen interest in the commodity trading and derivative environment to join the Finance Back Office team.The main tasks and responsibilities include:Period closeExecute the month end...
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Office Manager
vor 1 Woche
Zug, Schweiz ArrowResources AG Vollzeit**The position encompasses the following tasks**: **Office Management** - Monitoring office supplies inventories and ordering office consumables. - Ensure the smooth running of the office and general facilities requests. - Organizing office needs for an ongoing and expanding business: space/facilities, new joiner packs and arrangements etc. - Purchasing...
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Office Manager
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Compliance Officer
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Zug, Schweiz G-20 Group VollzeitFounded in 2011, G-20 is the leading financial service provider active in traditional and digital assets. Our team is looking for a Compliance Officer (f/m, 40-50%) to fill in an important gap in our administration and help us to improve all our processes.You will take responsibility for managing compliance processes. To do well in this role you need a very...
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Office Administrator
vor 1 Woche
Zug, Schweiz ArrowResources AG Vollzeit**The position encompasses the following tasks**: **Office Assistance**: - Answering and redirecting calls. - Sorting, distributing mail and arranging courier services. - Monitoring office inventories and ordering office consumables. - Ensure the smooth running of the office and general facilities requests-including, but not limited to: reporting faults on...
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Compliance Officer
Vor 3 Tagen
Zug, Schweiz TN Switzerland VollzeitSocial network you want to login/join with:Founded in 2011, G-20 is the leading financial service provider active in traditional and digital assets. Our team is looking for a Compliance Officer (f/m, 40-50%) to fill in an important gap in our administration and help us to improve all our processes.You will take responsibility for managing compliance...