CareerPlan

Assistenz | Sachbearbeitung (m/w/d) in Teilzeit

München, BAYERNFull-time2025-02-10 → 2026-11-12
Hybrid

Core

Administrative support and client coordination for an independent financial advisory team.

Role type

Administrative Assistant / Clerk

Builds

Daily office operations, client correspondence, appointment scheduling

Domain

Financial Services

Deliverable

dashboards & analysis

Required skills

Commercial vocational training, Office software proficiency, Client communication, Appointment coordination, Deadline management, Independent work

Preferred skills

1-2 years of similar experience, Team player

Responsibilities

Organize daily office operations, Handle client and partner correspondence, Prepare and follow up on client appointments, Track inquiries and submission deadlines