Mitarbeiter/in im Backoffice (m/w/d)
Core
Backoffice support ensuring smooth operations, document management, and administrative processes for a family financial planning company.
Role type
Backoffice Operations Specialist
Builds
Operational workflows, customer data records, and administrative documentation
Domain
Financial Services / Family Planning
Deliverable
dashboards & analysis
Required skills
Administrative coordination, Document management, Data entry, Process optimization, Communication, Financial administration
Preferred skills
CRM system usage, Google Workspace, Solution-oriented thinking
Responsibilities
Organize and coordinate daily operational tasks, Process and maintain customer data and contracts, Support administrative workflows and accounting, Communicate with parents and internal teams, Ensure smooth internal processes and structured filing, Contribute to the development of work processes