Sachbearbeiter (m/w/d) in Teilzeit
Core
Process securities transactions, monitor portfolios for compliance, generate client reports, and handle property management accounting and coordination.
Role type
part-time operational support specialist (finance & property management)
Builds
client reports, portfolio compliance checks, property cost statements
Domain
wealth management & property management
Deliverable
dashboards & analysis
Required skills
securities booking, portfolio monitoring, property management accounting, MS Office 365, structured work style
Responsibilities
booking and controlling securities transactions, monitoring portfolios for compliance, creating client reports, preparing accounting tasks, handling correspondence with clients and banks, managing property cost statements, coordinating property service providers