Büroassistenz (m/w/d) gesucht!
Hybrid
Core
Administrative support for a financial advisor practice, handling customer inquiries, scheduling, and document management.
Role type
Administrative Assistant
Builds
Administrative support for a financial advisor practice
Domain
Financial Services
Deliverable
dashboards & analysis
Required skills
Microsoft Office 365, Customer Service, Communication, Organization, Document Management, German (fluent)
Preferred skills
Willingness to learn, Teamwork
Responsibilities
Handling emails and customer inquiries, Telephone customer support, Scheduling and appointment organization, Creating correspondence and documents, Filing and digital document management, Follow-up with customers, Administrative and organizational support, Supporting insurance and claim processing after training