Core
Administrative assistant supporting the management team and handling customer service tasks in an asset advisory office.
Role type
Administrative assistant
Builds
Office operations and customer service
Domain
Financial services / Asset advisory
Deliverable
dashboards & analysis
Required skills
Office software proficiency, German language (written and spoken), customer service, scheduling, correspondence
Responsibilities
Assist management, handle correspondence, schedule appointments, process emails, maintain existing customer relationships, record damage claims, provide service tasks