Senior Analyst, FP&A at Primient providing strategic financial insights and analysis for organizational success. Leading financial planning processes and collaborating with cross - functional teams to drive performance.
NI
Hybrid Personal Assistant, E-Communication, Financial Planning, Quote Preparation
Posted 4 months ago
About the role
- Personal Assistant managing e-communication and financial planning at Next Generation Insurances. Responsible for organization, data entry, and CRM activities in a hybrid working environment.
Responsibilities
- Sort, respond to, and archive the email inbox
- Create quotes/offers
- Financial planning
- Enter data into Google Sheets
- Schedule appointments
- Monitor activities in the CRM
- Support with organization, follow-up emails, and reminders for important events
Requirements
- IHK qualification as an Insurance and Financial Services Clerk (IHK – German Chamber of Industry and Commerce) OR proof of knowledge in insurance and finance
- Knowledge of health insurance, personal liability insurance, disability (occupational) insurance, household contents insurance, car/motorcycle insurance, and homeowners/building insurance
- Willingness to learn
Benefits
- Comprehensive learning in finance, taxes, wealth management, and insurance that will benefit you throughout your life
- 100% remote
- Opportunity to become a partner
- Training opportunities
- Option to remain an affiliate and earn additional income on a part-time basis
Job title
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Experience level
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Degree requirement
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