Innendienst / Assistenz - allgemeine Bürotätigkeiten
Core
Administrative and customer-facing support for an independent wealth advisor, handling daily business operations and client correspondence.
Role type
Administrative Assistant (Wealth Management)
Builds
Organizational and administrative support for a private wealth advisory practice
Domain
Financial Services / Wealth Management
Deliverable
dashboards & analysis
Required skills
MS Office (Outlook, Word, Excel, PowerPoint), data management, communication, organization, reliability, discretion
Responsibilities
Daily business operations support, customer correspondence (phone, in-person, written), customer data management, general administrative tasks