DFP Deutsche Finanz Portfolioverwaltung GmbH | Germany | 90xxx Nürnberg | Permanent position | Full time / Home office | Published since: 31.01.2026 on stepstone.de
Employee Securities Processing (m/f/d)
DFP Deutsche Finanz Portfolioverwaltung GmbH is a securities service company operating since 1997 with an authorisation according to § 15 WpIG. The focus and competence of our company is the standardized and individual asset management for private customers. For our sister company FiNUM.Private Finance AG in Berlin we are looking for a full-time employee (m/w/d) for the IVV processing (new business, ordering, care) of our asset management mandates. FiNUM.Private Finance AG is a certified securities service company whose business model is geared to a holistic qualified consulting of demanding private customers. We are a dynamic and competent team that supports, advises and supervises our consultants, business partners and sister companies in a motivated, humorous and solution-oriented manner. .
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Your tasks • Your profile • What we offer
Member of the DFP team “Debt Management / Asset Management” Examination of submitted digital depot opening documents for completeness and plausibility in the individual asset management (FiNUM mandate) - Workflow Process DFP maintain new IVV mandates (oMS) Monitoring all tasks related to the customer depots / IVV contracts Order business individual asset management (purchases, sales, savings plans, terminations and estate) Administration Users in the IVV Ordertool / QPLIX function (portfolio admin) and in the Customer Depot Banks Processing of any complaints Correspondence and contact with warehouses, sales partners and customers (FiNUM) Close cooperation of internal and external IT (interface function); technical implementation and monitoring Working with the creation of internal and external asset reports, reporting, dokubox (web depot) etc. Evaluations inventory for reporting, controlling, WP, management etc.
Completed bank training or multiannual activity with financial background, ideally in securities business Funded expertise Team skills Structured, reliable and careful operation Secure handling of MS Office and ideally banking software
Attractive modern and safe workplace with very good transport connection Sympathetic team with strong cohesion Flat hierarchies, short decision-making and mutual trust Up to 30 days vacation, additionally on 24. December free Homeoffice possibility by arrangement Free drinks (water, coffee, tea) and fruit basket Employee events, training
Location
 | DFP Deutsche Finanz Portfolioverwaltung GmbH | |
| 90408 Nürnberg | ||
| Germany |
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