Vertriebsassistent/in (keine Kaltakquise) Erfurt (m/w/d) - Familienunternehmen
Core
Support a customer-oriented financial services team by handling document processing, appointment scheduling, travel planning, and general customer care at a branch office.
Role type
Administrative assistant in customer service
Builds
Internal operational support for a financial advisory firm
Domain
Financial services
Deliverable
dashboards & analysis
Required skills
Document processing, appointment scheduling, travel planning, customer care, organizational skills
Preferred skills
Friendly and service-oriented demeanor, communication skills
Responsibilities
Request and process documents, schedule appointments, plan travel, provide general customer support, support daily operational workflows