Fonds Finanz Maklerservice GmbH | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 27.03.2026 on stepstone.de
Inventory Transfer and Direct Back Office Connection Clerk (m/f/d)
Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!
For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!
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Your tasks • Your profile • What we offer
Come to the Fund for Finance, Germany's leading all-financial brokerage pool – and experience a motivating working environment with open corporate culture, great design freedoms, exciting tasks and an eye-catching together!
For over 25 years, the Fund has been a financial link between free intermediaries on the one hand and insurers, investment companies, banks and construction savings banks on the other. To continue to grow with our excellent service and top products, we need your support!
You are a central contact person and take over the communication between our product and sales partners - open, reliable and at eye level. You accompany our sales partners with their technical and process questions and find suitable solutions together with them. You research and process open processes, keep an overview of complex issues and set the right priorities. With your communicative way, you will make it easy for our sales partners to feel good at all issues relating to stock transfer and direct connection. You are mainly responsible for written inquiries, but if necessary you also like to access the phone to clarify things directly. You are actively engaging with your ideas and you want to get to know and shape the world of a modern broker pool.
You have successfully completed a commercial training and have several years of professional experience in the back office. You work structured, reliable, and you also have a stamina in challenging situations. Your very good oral and written communication skills as well as your enforcing strength characterize you. You work independently, carefully and with a high degree of self-initiative. You are safe to use in MS Office and are open and interested in new technologies. Ideally, you have experience in the insurance environment.
Work-Life Balance: Flexible working hours, up to 2 days per week mobile work, 30 days vacation per year Health Management: Beneficiary membership in the fitness studio body + soul, health days, physiotherapy etc. Personal training: Personal budget for internal and external training offers Company & Team Events: Summer Festival, Christmas and Team Events as well as a Fun Area for a Good Together Engagement & Sustainability: Up to 3 days of special leave for participation in social and sustainable projects bAV & in-house consulting: Your future is important to us – so we grant your occupational retirement! You can also consult insurance and financial products free of charge and save up to 50 percent on completion! Gastronomy & coffee bar: balanced and full-quality food in the restaurant at our house, coffee bar with delicious barista coffee Personal onboarding: Comprehensive incorporation, Welcome Day for new colleagues
You think you fit us?
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We look forward to seeing you!
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Contact
![]() | Fonds Finanz Maklerservice GmbH | |
| 80992 München | ||
| Germany | ||
| show e-mail |
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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