Assistenz im Finanzvertrieb
Core
Administrative and operational support for the financial sales team, including customer relationship management, phone support, and appointment coordination.
Role type
Sales Assistant (Administrative Support)
Builds
Sales activities and customer engagement processes
Domain
Financial Services
Deliverable
product features
Required skills
Customer relationship management, telephone communication, appointment scheduling, administrative coordination, MS Office (Word, Excel, Outlook), social media usage
Preferred skills
Financial sector training, multilingual communication
Responsibilities
Managing customer relationships via direct communication and digital channels, conducting professional phone calls with existing and potential clients, coordinating and scheduling client meetings, preparing client meetings with research and documentation, supporting the sales team with administrative tasks
Seniority
Entry-level