Assistenz Family Office (Schwerpunkt Finanzsekretariat) (m/w/d)

Summary: The role involves providing assistance in the initiation, execution, and conclusion of Family Office client mandates, particularly in private financial secretariat services. Responsibilities include qualified processing in financial secretariat services, managing client files, correspondence, and coordinating with third parties. The position is based in a prestigious private bank in Berlin, offering opportunities for personal development and flexible working arrangements.

Key Responsibilities:

• Support in the initiation, execution, and conclusion of Family Office client mandates, especially in private financial secretariat services (including asset reporting)
• Qualified processing in financial secretariat services
• Assistance activities such as managing client files, ongoing correspondence, and coordinating involved third parties or external service providers
• Creation of client presentations
• Independent handling and documentation of client-related orders
• Scheduling, managing, and following up on appointments

Key Skills:

• At least a completed commercial training - preferably in the banking or financial sector
• Business administration studies or comparable further qualification is an advantage
• Experience in supporting and advising demanding private clients or in a comparable assistant role is desirable
• Experience in the areas of Family Office, tax consulting, and/or estate administration
• Foreign language skills in English are desirable
• Very good MS Office and PC skills, OSPlus is desirable

Salary (Rate): undetermined

City: Berlin

Country: Germany

Working Arrangements: undetermined

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other