Kauffrau/-mann für Büromanagement (w/m/d)
Core
Administrative and customer service role handling client inquiries, documentation, and operational tasks for an investment firm.
Role type
Administrative Assistant / Office Manager
Builds
Customer support, internal process documentation, and administrative operations for Lüddemann Investments
Domain
Financial Services / Investment Management
Deliverable
dashboards & analysis
Required skills
MS Office, CRM systems, written communication, process management, customer service, data entry, invoice processing, inventory management
Preferred skills
Knowledge of stock market/investment trading, initiative, reliability
Responsibilities
Serve as first point of contact for customers via phone and email, handle customer inquiries and complaints, update and document customer information in CRM, process orders, create invoices, monitor payments and inventory, perform secretarial duties, write correspondence and minutes
Seniority
Entry-level to Mid-level