Assistenz in der Vermögensverwaltung (w/m/d)
Core
Administrative and quality assurance support for a wealth management firm serving private and institutional investors.
Role type
Administrative Assistant in Wealth Management
Builds
Administrative processes and regulatory compliance workflows for a wealth management institute
Domain
Finance / Wealth Management
Deliverable
dashboards & analysis
Required skills
MS Excel, regulatory compliance knowledge, process optimization, stakeholder communication, numerical affinity
Preferred skills
Banking or tax advisory background, business administration degree
Technologies
MS Office, Excel
Responsibilities
Ensure quality in the regulatory department, handle account openings and form management, participate in process optimization, act as a subject matter expert for internal staff, communicate with external stakeholders like tax authorities and auditors
Seniority
Entry-level to Junior, potential for training