Assistent/in der Geschäftsführung (m/w/d)
Core
Executive assistant supporting the management team with data control, AI workflow optimization, and administrative operations for an independent insurance brokerage.
Role type
Executive Assistant (Data & Operations)
Builds
Data reports, presentations, and optimized internal workflows for the management team.
Domain
Insurance brokerage / Administrative support
Deliverable
dashboards & analysis
Required skills
Advanced Excel (VLOOKUP/XLOOKUP, Pivot Tables), Data consolidation and cleaning, AI tool proficiency (ChatGPT, Claude, Copilot), Documentation, Vendor coordination, German (fluent)
Preferred skills
Bookkeeping or payroll preparation, Insurance domain knowledge, Microsoft Teams/SharePoint, Basic IT troubleshooting
Technologies
Excel, Microsoft 365, Windows, ChatGPT, Claude, Copilot, Teams, OneDrive, SharePoint
Responsibilities
Control commission and customer lists for completeness; Merge and clean data from various sources; Create Excel evaluations and presentations for management; Coordinate tradespeople and external service providers; Draft correspondence and letters for management; Operate and validate results from the company's AI assistant.
Seniority
Junior, hands-on support
