Assistenz (m/w/d)
Core
Provide reception services, administrative support to wealth advisors, and manage account opening documentation for a private bank.
Role type
Administrative Assistant / Receptionist
Builds
Administrative support for wealth management services
Domain
Finance / Private Banking
Deliverable
dashboards & analysis
Required skills
Reception duties, account opening documentation, presentation creation, MS Office proficiency, service-oriented mindset
Preferred skills
Financial industry background, hospitality/event industry experience, German language fluency
Responsibilities
Greeting clients, supporting wealth advisors with office management, processing account opening documents, creating presentations and statistics, organizing exclusive client events