Bürokaufmann (m/w/d)
Core
Administrative support for a wealth advisor in Berlin, handling client scheduling, order intake, and preliminary accounting.
Role type
Administrative Assistant
Builds
Administrative workflows for a wealth advisory firm
Domain
Financial Services / Administrative Support
Deliverable
product features
Required skills
MS Office (Word, Excel), telephone communication, data entry, internet research, basic accounting
Preferred skills
Experience in office administration, independent work, PC proficiency
Responsibilities
Manage client appointments, conduct internet research for offers, maintain address database, handle telephone inquiries, receive and forward orders, perform preliminary accounting
Seniority
Entry-level