Administrative Assistant (Account Opening)
On-site
Core
Filling out and distributing account opening forms, gathering client information, maintaining databases, and filing beneficial ownership details.
Role type
Administrative Assistant (Account Opening)
Builds
Account opening documentation and beneficial ownership records
Domain
Financial services / Corporate services
Required skills
Microsoft Office proficiency, German (fluent), English (fluent), database management, report creation
Responsibilities
Filling out and distributing account opening forms, gathering required information from clients, maintaining databases and spreadsheets, filing beneficial ownership details with the Register of Beneficial Owners, liaising with Legal, Accounting and Compliance departments, creating regular and ad-hoc reports