Spezialist (m/w/d) für den Bereich Nachlass
Core
Execute end-of-life account processing, including document verification, tax reporting, and asset liquidation for deceased customers.
Role type
Specialist in estate settlement operations
Builds
Estate settlement workflows for the apoBank
Domain
Banking / Estate Administration
Required skills
Estate settlement procedures, document verification, tax reporting, asset liquidation, cross-selling, MS Office
Preferred skills
Avaloq system knowledge, customer orientation, initiative
Responsibilities
Execute end-of-life account processing, verify documents, create tax reports, clarify customer products, prepare account liquidation, implement immediate measures, communicate with branches/customers/authorities, handle cross-selling approaches