Assistenz im Büro eines Finanzmaklers
Core
Administrative assistant supporting a financial broker with CRM management, proposal creation, insurance calculations, and securities order processing.
Role type
Administrative assistant (financial services)
Builds
CRM data, insurance proposals, securities orders
Domain
Financial services / Insurance
Deliverable
product features
Required skills
CRM management, proposal creation, insurance calculations, securities order processing, office management
Preferred skills
Training in insurance or financial services, knowledge of financial investments and insurance
Technologies
CRM systems
Responsibilities
Maintain CRM, create proposals, perform calculations for property/health/pension insurance, process securities orders, manage office administration