Fachkraft im Finanz- und Versicherungswesen (m/w/d) – Vollzeit oder Teilzeit
Core
Provide operational support for independent financial advisors in securities and insurance management, handling client requests and order processing.
Role type
Financial operations specialist
Builds
Administrative workflows and client order processing for independent financial advisors
Domain
Financial services / Insurance
Deliverable
client delivery
Required skills
Securities processing, Insurance processing, Regulatory compliance knowledge, MS Office, Technical understanding
Preferred skills
Analytical thinking, Structured work approach, Customer communication, Teamwork, Self-reliance
Technologies
MS Office, Industry-specific software
Responsibilities
Support clients in securities and insurance management, Resolve and process client inquiries, Monitor and process customer orders, Coordinate with external partners, Advise on software usage, Collaborate with IT team
Seniority
Mid-level, hands-on IC