Employee Backoffice Free Assets 100%

Employee Backoffice Free 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, market-situation-adapted, independent asset management. For our growing company, we are looking for a committed, resilient, and initiative personality as Employee Backoffice Free Assets 100% Your area of responsibility: Review and processing of opening documents for financial investments in the area of "Classical Asset Management" AVOR and administration of incoming applications in the area of "Classical Asset Management" Independent management and processing of customer concerns (processing of documents and contracts, management of customer files, changes to master data) Opening and administering customer relationships Completion of all administrative tasks in day-to-day business Management of a pending management for faulty or incomplete contracts Reception, recording, and control of compensation orders and settlement orders Telephone and written information to customers as well as business partners in German and Austrian language Processing of physical mail and ensuring telephone service Interface between customers, sales partners, and custodian banks Assistance in the implementation of customer and sales partner events of Zugerberg Finanz You bring: Commercial basic training (EFZ) or vocational maturity, ideally in the financial or insurance environment, Further education in finance is an advantage Experience in the area of "Classical Asset Management" and in-depth practical experience in the financial or capital market environment 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 also under observance of time limits Entrepreneurial, solution-oriented thinking as well as high self-motivation and willingness to perform Outstanding resilience and sense of responsibility as well as a goal- and result-oriented way of working Cultivated 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 we look forward to receiving your complete application dossier. Only direct applications will be considered. jpid0b7ebd5jm jit0727jm jiy26jm