Assistenz Vermögensberatung (m/w/d) in Teilzeit ab 25 Wochenstunden an mind. 2 Nachmittagen
Core
Administrative and operational support for wealth advisors, handling customer orders, case processing, and coordination of services.
Role type
Administrative Assistant for Wealth Management
Builds
Internal administrative processes and customer service workflows for wealth management
Domain
Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Banking operations, customer order processing, case management, appointment scheduling, core banking systems, estate case handling, coordination with specialist departments
Preferred skills
Securities trading knowledge, bank product knowledge, digital banking proficiency
Responsibilities
Support wealth advisors in sales activities, handle written and telephone customer orders, process and route customer cases (e.g., power of attorney setup, credit card complaints), schedule appointments, process transactions in core banking systems, handle estate cases, coordinate services with specialist departments, execute special tasks assigned by the wealth management head, perform administrative tasks for the wealth management department