Teamassistenz (m/w/d) Vermögensverwaltung (auch Teilzeit ab 30 Std./Woche)
Core
Administrative support for financial advisors at an asset management firm, ensuring smooth daily operations and client meeting preparation.
Role type
Administrative Assistant (Asset Management)
Builds
Operational support for the advisory team
Domain
Financial Services / Asset Management
Required skills
Organization, Microsoft 365 (Word, Excel, Outlook, PowerPoint, Teams), Discretion, Customer Service
Preferred skills
Adaptability, Team orientation
Responsibilities
Organizing appointments, meetings, and client visits; Preparing documents and presentations for client meetings; Managing emails, calls, and correspondence; Maintaining client data and documents; Supporting the team with office organization, minutes, and processes.