Assistant (m/f/d) RM

Tasks

• Processing of account and securities account documents, as well as assistance with account openings and identity verification processes
• Maintenance of customer data in our systems and reliable documentation
• Coordination with internal departments (e.g. back office, compliance, product management)
• Organization of trips, appointments and events
• Responsibility for ensuring that day-to-day office operations run smoothly
• Travel and expense reports

Requirements

• Completed banking training or a college degree in economics
• Initial professional experience in an assistant role, preferably in finance and private banking
• Strong organizational skills and a structured way of working
• High level of service orientation, discretion and professionalism in customer contact
• Team spirit, strong communication skills, and a confident demeanor
• Very good written and spoken German and English skills
• Excellent knowledge of MS Office