Operations & Office Manager / Operations & Office Manageress

About Infront

At the end of 2022, Assetmax embarked on an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.

Founded in Switzerland with a strong presence in Zurich and Lugano, Assetmax has established itself as the leading multi-custody wealth management solution in Switzerland and Liechtenstein. By combining innovation with reliability, the company has earned a reputation as a trusted partner for wealth managers, streamlining financial operations.

Now, leveraging Infront's resources and expertise, Assetmax is poised to scale its operations, expanding into Europe, the Middle East, and Asia while reinforcing its commitment to delivering excellence on a global stage. Established in the early 2000s, Infront delivers cutting-edge technologies for trading, connectivity, data feeds, financial analysis, risk and valuation services, portfolio management, and advisory. This partnership combines Assetmax’s deep expertise in wealth management with Infront’s robust infrastructure, creating a powerful synergy for innovation and growth.

Job Position

As an Operations & Office Manager at Infront-Assetmax, you will be at the heart of our Swiss operations, supporting the local management team and ensuring smooth day-to-day processes. You will coordinate internal workflows, manage contracts, and client onboarding while acting as a key point of contact for both internal teams and clients. This role combines operational oversight, administrative excellence, and cross-functional collaboration to help the organization run efficiently and deliver an exceptional experience for our clients and staff.

This role is ideal for someone who enjoys responsibility, works independently, and feels comfortable switching between planning, coordination, and hands-on tasks. Many processes are still developing, so your ideas and initiative will truly matter.

What You Will Do

• Support the local management with daily operational tasks, meeting preparation, and follow-ups, including writing minutes for the weekly leadership meetings.
• Prepare presentations, reports, and board materials, ensuring accuracy and professionalism, including materials for quarterly town hall meetings.
• Coordinate cross-departmental projects and initiatives, driving process improvements to enhance efficiency.
• Create and manage contracts, invoices (currently a significant task), and central documentation.
• Support the Swiss Sales and Account Management team with client onboarding, migrations, inquiries, and issue resolution.
• Maintain CRM data, contacts, and relevant documentation.
• Manage all communications and correspondence with clients, employees, suppliers, and internal stakeholders.
• Oversee office administration, including mail, supplies, repairs, and tracking IT hardware.
• Handle supplier invoices, including submission to Finance and monitoring for approval.
• Act as local marketing and event manager for client and staff events.
• Work closely with the risk team and other departments to ensure compliance and smooth operational processes.

Your Profile

What You Bring

• Several years of experience in office management, administration, or operations.
• Commercial education or equivalent practical background.
• Strong organizational skills and ability to manage multiple topics independently.
• Fluent in German and very good in English (spoken and written); additional languages are a plus.
• Solid MS Office skills, especially Outlook and Excel.
• Comfortable learning new systems such as ERP or invoicing tools (e.g., NetSuite).
• Hands-on, proactive, reliable, and comfortable working autonomously.
• Service-oriented, approachable, and collaborative.
• Detail-focused with strong follow-up skills.

Nice to Have

• Experience in financial services, SaaS, or a tech environment.
• Basic understanding of invoicing, contracts, and office cost management.
• Familiarity with Swiss workplace culture and business communication.

At Assetmax, we are committed to fostering an inclusive workplace, recognizing our diverse team as one of our most valuable assets.

Apply online using the form below.

Only applications matching the job profile will be considered.

Job location: Switzerland, Zurich

Company: Assetmax (CH)

Qualifications

• Languages: English (3 - Business fluent)
• Languages: German (3 - Business fluent)