Minijob Vertriebsassistenz / Büroassistenz (m/w/d) Finanzmakler
Core
Support customers with general finance inquiries and schedule appointments for the advisory team while assisting in private client business.
Role type
Sales/Business Support Assistant
Builds
Customer service interactions, appointment scheduling, and administrative support for private client business
Domain
Financial Services
Deliverable
client delivery
Required skills
Customer service, appointment scheduling, document preparation, claims processing, event planning
Responsibilities
Answer customer inquiries regarding general finance topics, schedule appointments for the advisory team, assist in creating offers and processing ongoing transactions, handle claims intake and processing, plan and organize meetings and customer events