Assistent(in) (m/w/d) der Niederlassung
Core
Administrative and operational support for a bank branch, managing contracts, customer data, and coordinating client events.
Role type
Branch Operations Assistant (via careerplan.io/jobs/2362975-assistentin-mwd-der-niederlassung-at-dje-kapital-ag)
Builds
Customer management workflows and branch administrative processes
Domain
Banking / Wealth Management
Deliverable
dashboards & analysis
Required skills
Contract management, CRM system usage, Office administration, Client communication, Event planning, Process organization
Preferred skills
Securities knowledge, MS Office proficiency
Responsibilities
Create and renew wealth management contracts, Maintain customer data in CRM, Coordinate client meetings and events, Liaise between banks and external service providers, Perform general office organization and workflow implementation