Wealth Management Assistant (Full-Time)

Tasks

Administrative processes and customer service:

• Processing customer-related processes and documentation
• Ensuring smooth administrative processes

Support for customer service:

• Preparation and follow-up for client and insurance solutions
• Support in developing solutions
• Assistance with complex customer situations
• Attending client meetings, as well as monitoring and processing

Interface Management and Regulation:

• Collaboration with internal departments and monitoring
• Support and oversight of internal departments

Communication and Organization:

• Correspondence with customers and partner banks
• Processing daily incoming mail, as well as prioritizing and assigning tasks within the team
• Minuting and coordinating department meetings

Requirements

What you bring to the table:

• (No specific requirements listed)

We offer

What we offer you:

• (No specific services are listed; please note that services may vary by location)