Mitarbeiter (w/m/d) - Backoffice und Administration - Vermögensmanagement
Core
Backoffice and administration support for an asset management firm, handling portfolio management systems, transaction booking, CRM administration, and client data management.
Role type
Backoffice and Administration Specialist
Builds
Portfolio management systems, CRM databases, client reports, and documentation
Domain
Financial Services / Asset Management
Required skills
Transaction booking and verification, CRM system administration, Contract and document management, Client inquiry handling, MS Office proficiency (Excel, Word), CRM usage experience, Market knowledge understanding, Legal compliance awareness
Preferred skills
Experience in banking or asset management backoffice, Openness to new technologies and AI applications, Strong communication skills
Technologies
MS Dynamics, Cobra, MS Office
Responsibilities
Operate portfolio management systems and book securities transactions, Administer CRM systems and maintain client master data, Manage contracts and documents, Handle client inquiries independently, Collaborate with external partners like custodian banks and IT providers, Assist in planning external communication measures
Seniority
Mid-level, hands-on IC