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Assistant Intermediaries & Service Desk(m/w/x)
Processing trade orders and managing client requests for financial intermediaries at a 200-year-old financial group. Fluency in English and German, with financial markets knowledge, required. Flexible work approach.
Anforderungen
- Completed commercial education or higher education
- Previous experience in the financial industry advantageous
- Strong interest and knowledge in financial markets and asset allocation
- Fluency in English and German (written and spoken)
- Proficiency in MS Office and digital tools
- Excellent communication skills and collaborative mindset
- Proactive attitude with focus on continuous improvement and high-quality standards
- Meticulous attention to detail and ability to follow instructions precisely
- Reliability, conscientiousness, and professionalism in interactions
- Strong organizational and prioritization skills to manage multiple tasks effectively
Aufgaben
- Process, verify, and track trade orders
- Handle payments and client requests with precision
- Engage with clients and their representatives
- Manage calls and emails professionally
- Support client onboarding and documentation workflows
- Stay current on regulatory requirements
- Prepare and manage internal and external meetings
- Organize conference calls and take detailed meeting notes
- Develop presentations and tailored client documents
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- MS Office
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
Flexibles Arbeiten
- Flexible work approach
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Assistant Intermediaries & Service Desk(m/w/x)
Processing trade orders and managing client requests for financial intermediaries at a 200-year-old financial group. Fluency in English and German, with financial markets knowledge, required. Flexible work approach.
Anforderungen
- Completed commercial education or higher education
- Previous experience in the financial industry advantageous
- Strong interest and knowledge in financial markets and asset allocation
- Fluency in English and German (written and spoken)
- Proficiency in MS Office and digital tools
- Excellent communication skills and collaborative mindset
- Proactive attitude with focus on continuous improvement and high-quality standards
- Meticulous attention to detail and ability to follow instructions precisely
- Reliability, conscientiousness, and professionalism in interactions
- Strong organizational and prioritization skills to manage multiple tasks effectively
Aufgaben
- Process, verify, and track trade orders
- Handle payments and client requests with precision
- Engage with clients and their representatives
- Manage calls and emails professionally
- Support client onboarding and documentation workflows
- Stay current on regulatory requirements
- Prepare and manage internal and external meetings
- Organize conference calls and take detailed meeting notes
- Develop presentations and tailored client documents
Ausbildung
- Abgeschlossene BerufsausbildungODER
- Bachelor-Abschluss
Sprachen
- Englisch – verhandlungssicher
- Deutsch – verhandlungssicher
Tools & Technologien
- MS Office
Benefits
Gesundheits- & Fitnessangebote
- Healthcare services
Weiterbildungsangebote
- In-house trainings
Sonstige Zulagen
- Tuition assistance
Flexibles Arbeiten
- Flexible work approach
Über das Unternehmen
Rothschild & Co
Branche
FinancialServices
Beschreibung
The company is a leading global financial services group with a history of over 200 years, providing distinct perspectives across various financial sectors.
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