Mitarbeiter Verwaltung / Sachbearbeiter (w/m/d)*
Core
First point of contact for customer written inquiries, managing customer contracts and digital master data, and processing contract transfers.
Role type
Administrative specialist (customer data & contracts)
Builds
Customer data records and contract management processes
Domain
Financial services / Asset management
Deliverable
dashboards & analysis
Required skills
Customer contract management, digital data entry, contract transfer processing, internal stakeholder coordination, MS Office proficiency, ERP system usage
Preferred skills
Experience with xpectoPro ERP system
Responsibilities
Respond to customer written inquiries, maintain customer contracts and digital master data, process contract transfers (e.g., inheritance cases), coordinate with internal departments (Sales, Compliance, Fund Accounting)
Sourced via personio · Listed on CareerPlan, which tracks 988,000+ jobs from 20+ sources.