CareerPlan

Sachbearbeitung im Bereich Wertpapier-Marktfolge (m/w/d)

Feldkirchen, Kreis München, BAYERNRemoteFull-time2026-10-05 → 2026-10-15
Hybrid

Core

Operational support for securities trading, including tax treatment of transactions, regulatory reporting (FATCA/CRS), and account management.

Role type

Securities operations specialist

Builds

Operational support for sales teams and client account services

Domain

Financial services / Securities trading

Deliverable

client delivery

Required skills

Securities transaction processing, Regulatory reporting (FATCA/CRS), Tax treatment of securities, Account management, MS Office

Preferred skills

Prior securities trading experience, Investment advisory background

Responsibilities

Clarify operational questions on securities transactions, Create consultation documentation, Process account openings and capital measures, Handle regulatory reporting, Support sales team with client inquiries

Seniority

Entry to Mid-level, operational IC