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Schedule and prepare client reviews
Prepare savings and insurance illustrations
Prepare sign up paperwork (applications)
Work closely with the product providers
Prepare suitability reports
Create and manage client files
Deal with client service requests
Update relevant business sheets
Your Responsibilities
Europe (Remote)
Location
Permanent
Position type
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Administrative Assistant
Due to our continued growth, we are seeking a new team member with a positive attitude, a desire to continually improve, and a client-focused mindset. Our company depends on word-of-mouth and referrals; therefore, the ideal applicant must have the right behavours and be willing to go the extra mile when helping the team and providing service to our clients.
Fluent in German and English
Microsoft Office skills
Attention to detail
Organisational skills
Interpersonal skills
Presentation skills
Strong willingness to learn
Previous experience preferred
Candidate Requirements
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