Assistenz (m/w/d) Private Banking
Core
Administrative support for client advisors in a private bank, handling daily account operations, transfers, and service requests for existing clients.
Role type
Administrative Assistant in Private Banking
Builds
Daily operational support for client advisory teams
Domain
Banking / Private Banking
Required skills
Account opening and closing, transfer and payment processing, online banking support, data entry, legal knowledge of account management
Preferred skills
Prior experience in private banking assistance, knowledge of legal foundations of account management
Technologies
IT systems
Responsibilities
Support client advisors in daily business, open and close accounts and deposits, handle estate administration, execute transfer and payment processes, perform daily controls, answer and process customer service inquiries, maintain data in systems, take on project tasks for customer service team development
Seniority
Entry to Mid-level
