Sachbearbeiter (m/w/d) Innendienst in Teilzeit
Core
Administrative support for a fund management company, handling account openings, securities orders, and customer inquiries.
Role type
Administrative operations specialist (finance)
Builds
Customer service interactions and internal documentation for a fund management firm
Domain
Finance / Fund Management
Deliverable
dashboards & analysis
Required skills
Account opening and securities order processing, written and telephone customer support, presentation creation, newsletter distribution, document management, sensitive data handling
Preferred skills
MS Office (PowerPoint), Supermailer, English (written and spoken), digital process interest, online marketing support, event organization
Technologies
MS Office, Supermailer
Responsibilities
Process account openings and securities orders, handle customer inquiries via phone and email, create presentations and information materials, distribute newsletters, organize customer events, manage documents and sensitive data