Full-time or part-time Client Advisor Assistant in Banking & Finance (m/f/d)

We are looking for a dedicated and motivated person who is (Senior) Client Advisor Assistant 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)

Including professional experience in a comparable position, bank or family office Completed training or studies in the financial sector Interest in organization, deposit and customer service in international banking & Family Office team player, initiative, hands-on mentality, communication skills Very good MS Office knowledge (Word, Excel, PowerPoint) Language knowledge: German and English in word and writing ;ideal Portuguese and/or Spanish

We offer you a warm & pleasant working environment, an open and helpful team and interesting projects. 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 offices, team events, a competitive salary and a secure workplace. .