Teamassistenz (Mensch) Vermögensverwaltung
Core
Administrative and operational support for wealth management client advisors and sales activities.
Role type
Administrative Assistant (Wealth Management)
Builds
Administrative workflows, client onboarding, and sales support materials
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Administrative coordination, presentation creation, account opening processing, customer service, calendar management, MS Office (PowerPoint, Word, Excel)
Preferred skills
Experience in financial or banking environment
Technologies
MS Office, PowerPoint