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HAPEKO Deutschland GmbH | Germany | 64xxx, 60xxx, 69xxx, 65xxx Darmstadt, Heidelberg, Frankfurt/Main | Permanent position | Full time | Published since: 13.06.2025 on stepstone.de

Private Secretary Finance (possibly Balance Sheet Accountant) (m/w/d) Single Family Office

Branch: Insurance and financial ser... Branch: Insurance and financial services


Our client is an entrepreneurial family whose professional activity extends mainly to asset management and optimization.

On the exclusive mission we are looking for a private secretary finance (m/w/d) for the office in the Rhine-Main area.

In this very loyal, responsible and trusting position, you take care and advice of the privately stored and financial topics of the entrepreneurial family on the planning and practical side. JOBV1_EN

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Your tasks • Your profile • What we offer

Our client is an entrepreneurial family whose professional activity extends mainly to asset management and optimization.

On the exclusive mission we are looking for a private secretary finance (m/w/d) for the office in the Rhine-Main area.

In this very loyal, responsible and trusting position, you take care and advice of the privately stored and financial topics of the entrepreneurial family on the planning and practical side. Regular and continuous preparation of financial reports and analyses of key figures to monitor the performance of the asset. This also includes possible recommendations for action. Support for tax planning and optimisation of individual companies Analysis and evaluation of investment ideas, creation of investment proposals, or their optimizations Development and implementation of asset allocation strategies Creation of decision-making templates, including in interaction with the management level of existing corporations Monitoring and optimisation of cooperation with banks and institutions Identification and assessment of risks, development of risk management strategies Close and continuous cooperation with the management level of the family group's subsidiaries Close exchange with the family, internal teams and other external service providers Control activities related to payment navigation and processing of open items in direct exchange with colleagues in the accounting of group companies Liquidity management for the family and in exchange with the management level of the group’s captal companies Knowledge of payment transactions at national and international level

Completed commercial training with a further education on the balance sheet holder:in, or a study with a focus on accounting/finance Professional experience in accounting, controlling, or as a private secretary finance (m/w/d) in a similar function Very good MS Office knowledge (especially Excel) and knowledge DATEV of advantage Excellent German knowledge in word and writing, very good English knowledge Economic, timely, discreetly trusting and targeted action Communication and Argumentation Strength, Enforcement and Team Skill Self-responsibility and self-responsibility High trustworthiness, pronounced reliability, flexibility and high natural discretion Good general knowledge and basic readiness to travel

A challenging task area with interesting design options in the discreet background Flat structures, short decisions and a high degree of freedom Work in a value-oriented environment, characterized by mutual respect A performance-oriented, attractive remuneration with paid pensions Extensive continuing and continuing training opportunities A modern, very respectful and high-quality ambience JOBV1_EN

Company location

Location

ava HAPEKO Deutschland GmbH
Darmstadt, Heidelberg, Frankfurt/Main
Germany

The text of this ad was translated from German into English using an automatic translation system and may contain semantic and lexical errors. Therefore, it should be used for introductory purposes only. For more detailed information, see the original text of the ad at the link below.

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