Spezialist Wertpapierverwaltung / Portfolio Operations & Reporting (m/w/d)
Core
Manage a portfolio of wealth management accounts, handling operational tasks, account administration, securities settlement verification, and cash flow planning.
Role type
Specialist in securities administration and portfolio operations
Builds
Wealth management depots and client reporting
Domain
Financial services / Wealth management
Required skills
Securities administration, account management, securities settlement verification, cash flow planning, client reporting preparation, process optimization
Preferred skills
Experience in capital markets (Family Office, Banking, or securities accounting), Excel proficiency, reporting tools
Technologies
Excel, Reporting tools
Responsibilities
Oversee operational tasks for a portfolio of wealth management accounts, verify and book securities settlements, manage ordering and adjust depots within internal guidelines, prepare and review customer reports, support client meetings, optimize and introduce new processes
Seniority
Mid-level, hands-on specialist