FondsKonzept AG | Germany | 89xxx Dietenheim | Permanent position | Full time | Published since: 15.07.2026 on stepstone.de
Asset Management and Advisor Support Employee (m/f/d)
Do you want to combine your commercial experience with your interest in financial and investment issues and look for a versatile, responsible position in a growing company? Then you will be part of our team. Our team is growing – so we create an additional position and look forward to welcoming another dedicated team member. In your new role you work on a varied interface between asset management, advisor support, banks, internal specialist departments and technical systems. They process technical and organizational enquiries, accompany contractual and operational processes and assist in solving technical questions. At the same time, you are introducing suggestions for improvement from the daily business and actively contribute to the optimization of our processes, applications and services. We do not expect you to master all processes, systems and special features from the first day. You will receive a structured and comprehensive incorporation and will be familiarized step by step with our internal processes, digital applications and the peculiarities of asset management. Experienced colleagues will support you. Look forward to a varied area of responsibility with clear responsibilities, short decision-making and a value-adding, collegial union in a long-term oriented company. .
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Your tasks • Your profile • What we offer
Planning and coordination • Editing general requests from the Advisor on Advisor topics • Maintenance, release and management of Advisor contracts Technical and operational support • Bug identification and handling (e.g. faulty factsheets, quarterly reports) • Analysis and solution of technical problems in web service (e.g. incorrect depots, incorrect order) • Inclusion, evaluation and implementation of proposals for improvement from the daily business Communication and Document Management • Creation and verification of customer and broker emails • Management and Persecution of Depot Changes • Ensuring the correct allocation of depots to portfolios, depositing discounts and performing rebalancing Processes in asset management • Implementation of rebalancing measures as required • Examination and processing of GWG-Legitimations Banks • Processing of notices • Unlocking and managing brokers for banks, including verification of the instrument of legitimation and installation of intermediary numbers Reporting & Special Tasks • Creating and providing key figures for events and webinars • Processing of enquiries and special questions on asset management
A completed commercial training, for example as a bank businessman/wife, merchant/wife for office management or a comparable qualification – alternatively an economic studies Ideally, the first professional experience in banking, asset management, financial services, or commercial property management Interest in financial and investment issues and the willingness to develop professionally Analytical thinking and a careful, structured and self-responsive way Safe handling of common IT systems and digital applications; Knowledge of bank-specific systems is advantageous Communication strength, service orientation and joy in cooperation with internal and external contacts A high level of reliability, sense of responsibility and team capability
Security & compensation A secure workplace in a growing company with a long-term perspective Attractive remuneration – depending on qualifications and professional experience Additional bonus payments as an appreciation for special use, additional responsibility and project-related additional costs Extensive training offers for professional and personal development with 100% cost acceptance Various internal training formats (including Excel, Time Management, Jira/Project Management and other topics) The possibility to actively participate in the further development and optimization of processes Responsible work with space for new ideas and creative solutions Working hours and flexibility Flexible working hours in the sliding time model between 7:00 and 18:30 (for example 7:00–15:30 or 10:00–18:30; Core working time 8:00–16:30 hrs. Culture & Together An open corporate culture with short decision-making and an esteeming, collegial union Regular team events that focus on team retention and appreciation – partly including accommodation in selected premium hotels Additional services Business handy also for private use JobRad, Reference card and other attractive additional benefits An additional holiday day on Christmas and New Year's Eve Free depots and commission-free insurance via our company
Location
 | FondsKonzept AG | |
| 89165 Dietenheim | ||
| Germany |
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