Hybrid Personal Assistant – e-Communication, Financial Planning, Quotations

Posted 1 hour ago

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About the role

  • Assistenz in der Finanz- und Versicherungsbranche, die Unterstützung in e-Kommunikation und Finanzplanung bietet.

Responsibilities

  • Sort, respond to, and archive email inbox
  • Prepare quotations
  • Financial planning (Copy + Paste)
  • Schedule appointments
  • Monitor CRM activities
  • Participate in an external back office as needed

Requirements

  • IHK-certified vocational training as an Insurance and Finance Clerk OR
  • Knowledge of common templates/patterns for the main types of insurance coverage
  • Willingness to learn

Benefits

  • Accelerated learning in finance, taxes, wealth management and insurance coverage that will be valuable
  • 100% remote
  • Opportunity to earn income and expand your skills

Job title

Personal Assistant – e-Communication, Financial Planning, Quotations

Job type

Experience level

Mid levelSenior

Salary

€15 per hour

Degree requirement

Professional Certificate

Location requirements

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