Back Office Employee Tied Assets 100%

Back Office Employee Tied Assets 100% Passion, excellence, responsibility and down-to-earthness. These values are at the center of Zugerberg Finanz. We are an owner-managed company with an excellent reputation and domicile in Zug. Our core competence is active, independent asset management adapted to the market situation. For our growing company, we are looking for an engaged, resilient and proactive personality as Back Office Employee Tied Assets 100% per immediately or by arrangement. Your area of responsibility: Checking and processing opening documents for financial investments in occupational and tied pension schemes (vested benefits and Pillar 3a) Execution of all administrative tasks in daily business Independent pending task management in the case of incomplete or incorrect contract documents Control of money inflows and outflows in the area of occupational and tied pension schemes including confirmation and booking in the system Processing and checking of liquidations as well as payouts Competent handling of specific customer inquiries and complaints Functioning as an interface between the vested benefits foundation, Pillar 3a pension foundation, custodian bank, sales partners and customers Telephone and written information to customers as well as business partners in German and French language Processing of physical mail as well as ensuring the telephone service Assistance in the implementation of customer and sales partner events of Zugerberg Finanz AG You bring with you: Commercial basic training (EFZ) or vocational baccalaureate, ideally in a finance or insurance environment Further training in the field of social insurance or finance is an advantage Sound practical experience in the finance or capital market environment, ideally in the field of social insurance/pension (vested benefits and Pillar 3a) Stylistically confident German skills in speaking and writing as well as very good French skills; other languages an advantage Proficient handling of common MS-365 applications (Excel, Word, PowerPoint) Enjoyment of telephone and personal customer contact Conscientious, independent and proactive way of working Entrepreneurial, solution-oriented thinking as well as high self-motivation and willingness to perform Pronounced resilience and sense of responsibility as well as a goal- and result-oriented way of working Neat and professional appearance We offer: A varied activity in a motivated team Good social benefits and interesting fringe benefits Cross-departmental cooperation with other departments A unique, modern workplace in the Lüssihof in Zug Structured, individual induction program for a successful start Curious? So are we! And we look forward to receiving your complete application dossier. Only direct applications will be considered. jpid21f3277jm jit0626jm jiy26jm