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DIS AG | Germany | 10xxx, 14xxx, 13xxx, 12xxx Berlin | Permanent position | Full time | Published since: 08.08.2025 on stepstone.de

Assistant (m/w/d) Family Office – Focus on Finance Secretariat

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


Your new sphere of action For a discreetly operating, exclusive family office in Berlin, we are looking for an assistant (m/w/d) that supports the consultant team in the operational day business. In this trusted role, you are a contact person for wealthy private customers and ensure a smooth running in the background. JOBV1_EN

Your tasks • Your profile • What we offer

Your new sphere of action For a discreetly operating, exclusive family office in Berlin, we are looking for an assistant (m/w/d) that supports the consultant team in the operational day business. In this trusted role, you are a contact person for wealthy private customers and ensure a smooth running in the background. Support in the supervision and execution of mandates – with a focus on the private financial secretariat Coordination of appointments, business operations and external communication Organisation & documentation in the mandate environment (e.g. customer documents, presentations) Cooperation with internal and external partners

Completed commercial training, e.g. as a bank clerk or tax specialist Experience in an assistance function in demanding customer environment Structured, reliable and discrete operation Safe in handling MS Office and digital tools

A responsible position in an exclusive environment Direct cooperation with experienced consultants Varied tasks with high personal responsibility Flexible working hours and attractive conditions A modern office in a central location in Berlin Long-term perspective and individual development possibilities JOBV1_EN

Company location

Location

ava DIS AG
79256  Berlin
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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