Steuerfachangestellte für die Anlegerverwaltung (m/w/d)
Core
Organizing and preparing distributions, tax allocations, and shareholder meetings; handling transfer cases; maintaining subscription data in xpectoPro software; providing telephone and written support to investors.
Role type
Investor administration specialist (tax)
Builds
Investor accounts and distributions for financial products
Domain
Financial services / Tax administration
Deliverable
client delivery
Required skills
xpectoPro, MS Office (Word, Excel), tax administration, shareholder meeting organization, transfer case handling, investor communication
Preferred skills
commercial vocational training (e.g., Bank clerk, Office clerk), business administration degree
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