Employee Back Office Bound Assets 100%

Employee Back Office Bound Assets 100% Passion, excellence, responsibility and down-to-earthness. These values are at the forefront of Zugerberg Finanz. We are an owner-managed company with an excellent reputation and domicile in Zug. Our core competence is active, market-situation-adapted, independent asset management. For our growing company, we are looking for a committed, resilient and initiative personality as Employee Back Office Bound Assets 100% Your area of responsibility: Review and processing of opening documents for financial investments in occupational and tied pension provision (freedom of movement and pillar 3a) Completion of all administrative tasks in day-to-day business Independent pending management for incomplete or incorrect contract documents Control of money inflows and outflows in the area of occupational and tied pension provision including confirmation and booking in the system Processing and review of settlements as well as payments Competent handling of specific customer inquiries and complaints Function as an interface between freedom of movement foundation, pillar 3a pension foundation, deposit bank, distribution partners and customers Telephone and written information for customers as well as business partners in German and Austrian language Processing of physical mail as well as ensuring telephone service Assistance in the implementation of customer and distribution partner events of Zugerberg Finanz AG You bring: Commercial basic training (EFZ) or vocational maturity, ideally in the finance or insurance environment Further education in the field of social insurance or finance is an advantage In-depth practical experience in the finance or capital market environment, ideally in the field of social insurance/pension provision (freedom of movement and pillar 3a) Stylish German language skills in word and writing as well as very good Austrian language skills; further languages are an advantage Skilled handling of common MS-365 applications (Excel, Word, PowerPoint) Pleasure in telephone and personal customer contact Conscientious, independent and initiative way of working Entrepreneurial, solution-oriented thinking as well as high self-motivation and willingness to perform Distinct resilience and sense of responsibility as well as a goal- and results-oriented way of working Groomed and professional appearance We offer: A varied activity in a motivated team Good social benefits and interesting fringe benefits Cross-departmental collaboration with other departments A unique, modern workplace in the Lüssihof in Zug Structured, individual introduction program for a successful start Curious? We are too! And look forward to receiving your complete application dossier. Only direct applications will be considered. jpid21f3277jm jit0626jm jiy26jm