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 in systems.
Role type
Administrative specialist (customer data & contract management)
Builds
Customer data records and contract transfer workflows
Domain
Financial services / Asset management
Deliverable
dashboards & analysis (via careerplan.io/jobs/1192527-mitarbeiter-verwaltung-sachbearbeiter-wmd-at-munich-private-equity-funds-ag)
Required skills
Customer contract management, digital data entry, system-based contract transfer processing, internal stakeholder coordination, MS Office proficiency, ERP system usage
Preferred skills
Experience with xpectoPro ERP, proactive idea generation
Responsibilities
Handling customer written inquiries, maintaining customer contract and master data, processing contract transfers (e.g., inheritance cases), coordinating with internal departments (Sales, Compliance, Fund Accounting)