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; and providing telephone and written support to investors.
Role type
Investor administration specialist (tax)
Builds
Distribution and tax allocation processes for investors
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
xpectoPro software, MS Office (Word, Excel), numerical affinity, written and verbal communication
Preferred skills
prior experience with xpectoPro or similar software