Assistenz Vermögensberatung (m/w/d) in Teilzeit ab 25 Wochenstunden an mind. 2 Nachmittagen
Core
Administrative and operational support for wealth advisors in a regional German cooperative bank, handling customer orders, case processing, and coordination of services.
Role type
Administrative assistant to wealth advisors
Builds
Internal bank operations and customer service workflows
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Customer order processing, case management, appointment scheduling, core banking system operations, estate case processing, coordination with specialist departments
Preferred skills
Experience in customer business, basic securities trading knowledge, knowledge of bank and consortium products
Technologies
Core banking systems, consortium partner systems