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Kaufmännische Fachkraft (m/w/d) in Teilzeit oder Vollzeit

Ursensollen, BAYERNFull-time2024-11-27 → 2026-10-10

Core

Administrative support, correspondence handling, and data management for a team of independent financial advisors.

Builds

Internal support infrastructure for independent financial advisors

Domain

Financial Services / Insurance

Deliverable

dashboards & analysis

Required skills

MS Office, data management, administrative organization, process support

Preferred skills

Experience in finance and insurance

Responsibilities

Organizing and processing correspondence, scheduling meetings, maintaining customer and company data, processing orders, supporting internal systems and process optimization