Mitarbeiter/in Büroorganisation und Kundenbetreuung
Core
Administrative support and customer service for a financial planning firm, managing client data, scheduling, and office organization.
Role type
Administrative Assistant / Office Manager
Builds
Client schedules, office documentation, and administrative workflows
Domain
Financial Services / Administrative Support
Deliverable
dashboards & analysis
Required skills
MS Office (Outlook, Word, Excel, PowerPoint), data management, scheduling, document preparation, customer communication
Preferred skills
independent work, confidentiality, organizational skills, customer orientation
Technologies
MS Office Suite (Outlook, Word, Excel, PowerPoint)
