Assistenz Finanzberatung (m/w/d) in Teilzeit (max. 20 Stunden/Woche)
Core
Administrative and coordination support for financial advisory clients, including appointment management, data handling, and contract/damage management assistance.
Role type
Administrative Assistant (Financial Services)
Builds
Client appointment schedules and organized customer data records
Domain
Financial Services / Insurance
Deliverable
dashboards & analysis
Required skills
Appointment coordination, Client communication, Contract and damage management support, Customer data management, Microsoft Outlook, Microsoft Teams
Preferred skills
Training in banking or insurance, Independent work style, Discretion