Sachbearbeiter (m/w/d) in der Finanzdienstleistung
Core
Handling customer and contract data, processing applications, and managing administrative processes in the financial services sector. (via careerplan.io/jobs/12633-ba82dbd1_JB5260612-S-sachbearbeiter-mwd-in-der-finanzdienstleistung-at-dis-ag-office-management)
Role type
Administrative specialist (finance services)
Builds
Customer contracts, financial records, and administrative reports
Domain
Financial services
Required skills
Data entry and management, MS Office (Excel), database/CRM/ERP system usage, numerical affinity, report creation, deadline management
Preferred skills
Experience in finance/insurance/banking, English language skills
Technologies
MS Office, Databases, CRM, ERP
Responsibilities
Managing customer and contract data in internal systems, verifying and maintaining financial and master data, supporting application and contract processing, handling written and phone correspondence with customers and partners, creating and tracking invoices and documents, monitoring deadlines, generating reports and statistics, supporting administrative processes and compliance
Seniority
Entry to Mid-level