Senior Client Advisor Assistant in the Banking & Finance sector (full-time) (m/f/d)

We are looking for a dedicated and motivated person who is (Senior) Client Advisor Assistant in the Front Office works closely with our consultants and portfolio managers. The tasks include the support of customer advisors in all daily business operations, in order to relieve them in consultations and portfolio analyses as follows: Maintenance of payment transactions, administration of accounts and depots, establishment and supervision of private investment companies Self-safe and binding correspondence, internally and externally, with customers, banks, tax advisors and other partners/service providers in German/English and ideally Portuguese and/or Spanish Participation in company development through the creation and processing of reports, templates, analyses and contracts Creation and maintenance of consolidated portfolio orders Support in the documentation and execution of securities transactions Coordination, planning and preparation of business trips and customer appointments Monitoring of accounts and early identification of target balances or unexpected inputs/conversions Cash flow monitoring (interest payments/payments)

Completed commercial training, ideally completed studies with a focus on economics Including professional experience in a comparable position You are interested in the issues of investment, international banking and family office Team player, initiative, hands-on mentality, communication skills and a high degree of flexibility Very good MS Office knowledge (Word, Excel, PowerPoint) Language knowledge: German and English in word and writing; ideally Portuguese and/or Spanish

We offer you an excellent working environment and a flat hierarchy with short decision-making and maximum flexibility. Our goal is to ensure unique, first-class and professional service for our customers while creating a relaxed and family working environment. As an Atlan team member, you also benefit from attractive office spaces, team events, a competitive salary and a variety of training options, including foreign language lessons. .