Fonds Finanz Maklerservice GmbH | Germany | 81xxx, 80xxx München | Permanent position | Full time / Home office | Published since: 02.03.2026 on stepstone.de
Clerk Team Document Management (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! Hello, I am Edena, team leader of the document management team. My team and I ensure that every incoming document is reliably assigned to its intended digital space. Our tasks are varied and form the basis for smooth processes. Structured working, self-responsibility and positive interaction are important to you? Then you're in our experienced team. I look forward to your application and getting to know you personally soon. .
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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! Hello, I am Edena, team leader of the document management team. My team and I ensure that every incoming document is reliably assigned to its intended digital space. Our tasks are varied and form the basis for smooth processes. Structured working, self-responsibility and positive interaction are important to you? Then you're in our experienced team. I look forward to your application and getting to know you personally soon.
In our team, we are responsible for providing documents for the other teams. You work in the back office and are responsible for document processing and management in our inventory system. You're working and scanning the incoming mail. You play a key role in the further development of automation via the various input channels. You act as an interface and contact person or contact person for various departments in the house around the topic document receipt. You bring your ideas to the constant further development of our processes with cups and creativity.
You have completed your training in the commercial sector or have a comparable qualification. You do not need any previous knowledge in the insurance sector, as we believe that you can learn everything and we are happy to take enough time for your introduction – everything you need to know will help your new colleagues step by step. You have fun working with different tools and are sure to use the PC. You're looking for varied tasks and you like to design your working day. You draw your attention through your conscientious and careful work. You have very good written and oral communication skills in German (min. B2-Level). You appreciate the exchange with your colleagues and you and your ideas like to take you actively.
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?
Great! Don't lose time and get involved with your resume and your salary.
We look forward to seeing you!
!
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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