Assistenz (m/w/d) in der Vermögensverwaltung
Core
Administrative and operational support for a wealth management team serving private investors, SMEs, and institutional clients.
Role type
Administrative Assistant in Wealth Management
Builds
Internal processes and client-facing documentation
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
Commercial or banking education, Microsoft Office (Excel, PowerPoint, Word, Outlook), project management, administrative coordination, client communication, initiative
Preferred skills
Technical understanding, service orientation, discretion
Responsibilities
Serve as first point of contact for clients and deposit banks, coordinate appointments and event management, create presentation materials, handle daily correspondence, support back-office and executive operational tasks, lead internal IT and process improvement projects