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Financial Services Secretary

vor 2 Monaten


Munich, Bayern, Deutschland A.S.I. Wirtschaftsberatung AG Vollzeit
About the Company

A.S.I. Wirtschaftsberatung AG is a leading provider of financial services, offering expert advice to academics and professionals across Germany. With over 50 years of experience, we have established ourselves as a trusted partner in the financial industry.

Job Summary

We are seeking a highly organized and detail-oriented Financial Services Secretary to join our team. As a key member of our administrative staff, you will be responsible for providing exceptional support to our financial advisors and clients.

Key Responsibilities
  • Manage and maintain accurate records and databases, including client information and financial data
  • Coordinate and schedule appointments, meetings, and events
  • Provide administrative support to financial advisors, including preparing documents and presentations
  • Assist with data entry and maintenance of financial systems
  • Develop and implement efficient administrative processes to improve productivity and efficiency
Requirements
  • Relevant education and experience in a financial or administrative role
  • Excellent communication and organizational skills
  • Ability to maintain confidentiality and handle sensitive information
  • Proficiency in Microsoft Office and other financial software
  • Strong attention to detail and ability to work accurately in a fast-paced environment
What We Offer
  • A dynamic and supportive work environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package
  • A chance to work with a leading provider of financial services