Assistenz der Beratung im Bankenumfeld (m/w/d)
Permanent Employment
Bad Waldsee
Assistenz der Beratung im Bankenumfeld (m/w/d)
Without cover letter. In only 2 minutes.
Immediately searched (unlimited)
32–38 h per week
No salary specified
Remote work not possible
Unsere Berater und Vermögenscontroller betreuen in 7 Teams mit insgesamt rund 40 Mitarbeitenden etwa 50 Mandantenfamilien. Unsere insgesamt 7 Hubs bestehen aus Familyofficern, Vermögenscontrollern und Assistenzen. Diese arbeiten eng mit den Mandantenfamilien, den Fachressorts, dem beratenden Management sowie externen Dienstleistern zusammen.
Ihre Aufgaben
- Grundlagenarbeit für die zugeordneten Vermögenscontroller/Berater-Hubs
- Tagesaktuelle Erfassung der mandantenbezogenen Daten im CRM
- Vorbereitender Zahlungsverkehr
- Unterstützung bei der Erstellung und Überarbeitung von Arbeitsunterlagen
- Übernahme von Geschäftskorrespondenz und kleinere Assistenztätigkeiten
- Büroorganisation durch Digitalisierung und Prozessoptimierung
Occupational fields
Verwaltungsassistent Finanzen (m/w/d)
Büro & Administration
Assistenten
Corporate Finance
Support
Finance
Unser Angebot
- Überdurchschnittliche Vergütung und Weiterbildungsmöglichkeiten
- Bestausgestattete Arbeitsplätze und Diensthandy
- Tägliches frisch gekochtes Mittagessen und Kaffeeküchen
- Firmenfitness (Wellpass), wöchentliche professionelle Yogastunde und Businessbike
- Flexible Arbeitszeiten
- Ein Werte orientiertes Arbeitsumfeld, flache Hierarchien und offene Türen
Regular Feedback Meetings
Agile Working
Promotion of Employee Initiatives
Onboarding Program
Flat Hierarchies
Project Responsibility
Ihr Profil
- Kaufmännische Ausbildung (bevorzugt Bank, auch Handel und Industrie mit entsprechender Erfahrung)
- Freude an Sachbearbeitung und Organisation
- Gute Kommunikationsfähigkeiten und Verhandlungsgeschick, Belastbarkeit und Teamfähigkeit
- Selbständige, strukturierte, effiziente, qualitäts- und prozessorientierte Arbeitsweise
- Sicher in allen Microsoft 365 Anwendungen
At least 2 years of work experience required
Languages
German
Optional
English
Skill set
Microsoft Office
Kommunikative Kompetenz
Administration
Microsoft Excel
Bankwesen
About Münster Stegmaier Rombach Family Office GmbH
Wir sind eines der führenden Multi Family Offices in Deutschland. Mit unseren mehr als 80 Mitarbeitenden in Bad Waldsee, München, Stuttgart und Hamburg begleiten wir Familien generationsübergreifend bei der Entwicklung einer Familien- und Gesamtvermögensstrategie.
Founded in 2001
50-99 employees
Dienstleistung
Hidden Champion
By loading the map, cookies are set as specified in our data privacy. Learn more.
Frequently asked questions
Who or what is Workwise?
Workwise is more than just a job board. We do the recruiting for various companies and support you in the entire application process. Apply for different jobs quickly and easily with your Workwise profile.
Is the job I see still available?
For jobs that are still open, you can click the 'Apply now' button. If this is not possible, the job has already been filled or temporarily deactivated.
Which documents do I need for my application?
That depends entirely on the job you are applying for. In many cases it is sufficient to upload your PDF resume or fill out your Workwise profile.
Where can I upload my records or documents?
You can upload your application documents in your Workwise profile. These can only be viewed by companies you are applying to.
Where can I find more information about the company?
You can find more information in the company profile of Münster Stegmaier Rombach Family Office GmbH.
Can I process my application afterwards?
Yes, this is possible. In your application overview you can view your information and make changes. If you have already been invited to an interview, editing is no longer possible. However, you can still add general information and upload additional documents in your profile.
How do I get news about my application?
In your application overview you have an overview of the application progress at any time. Additionally, we send you emails about the most important status changes.
Can I send several applications at once?
The number of your applications is not limited. An overview of your applications can be found here.
Can other companies see where else I have applied?
No, companies can only see the applications they have received.
Can I also contact the company's contact person directly?
Personal contact is possible via chat as soon as you have been invited for an interview. Before that, you will receive all important status changes by e-mail. If you have any questions, you can contact your personal Candidate Manager:in from Workwise.
I don't think I meet all the requirements. Can I still apply?
Even if you don't meet all the requirements, you can make up for missing knowledge with additional skills. Use the application's questions to address your motivation and show the company why you are still a good fit for the job. If you don't meet many or all of the requirements, the application will not be successful.
What do I have to consider if I am not from Germany?
Please make sure to provide all necessary documents within your Workwise profile. It should include an EU work-permit (if you have no EU citizenship) and a CV at least. Depending on the position you are applying to, you could also be asked for a certificate of enrollment, a transcript of records or a language certificate. We would also recommend to inform yourself thoroughly in advance about visa regulations. Therefore you can use the official visa navigator from the Federal Foreign Office.
What do I have to consider if German is not my mother tongue?
Please take into account the job’s language requirements and make sure the requirements match your skills. In the job search you can use the language filter to find jobs without German language requirements. It is also helpful to provide language certificates. This section in our help center may support you during the application process.
Our job offer Assistenz der Beratung im Bankenumfeld (m/w/d) sounds promising? We're looking forward to your application.
Without cover letter. In only 2 minutes.