Vertriebsassistent (m/w/d) in Voll- oder Teilzeit
Core
Administrative and sales support for a regional wealth advisory office, handling client inquiries, contract processing, and office management.
Role type
Administrative Sales Assistant
Builds
Client service workflows and sales documentation for a regional wealth advisory team
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Office administration, contract processing, client communication, MS Office, scheduling, data analysis
Preferred skills
Self-motivation, teamwork, customer orientation, entrepreneurial mindset, flexibility
Responsibilities
Office organization and management, internal and external correspondence, processing and evaluating customer inquiries, contract administration, creating offers, scheduling and monitoring appointments
Seniority
Entry-level, individual contributor