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ATLAS Vertriebsservice

Runs support services for financial advisers

Team Assistant Organizational Care

Administrative SupportConfirmed live in the last 24 hours
Full-timeFrankfurt, GermanyNo salary listed

About the Job

Requirements

  • A successfully completed commercial vocational qualification is required.
  • Initial experience in assistance, clerical processing, administration, or customer service is desirable.
  • Ability to manage several parallel tasks, set priorities, and work reliably and systematically.
  • Confident use of Microsoft Office and digital applications such as customer relationship management, workflow, or project management systems.
  • First exposure to AI-supported applications is welcome.
  • Ability to communicate confidently at different levels and work collaboratively.

Responsibilities

  • Record, process, and maintain business transactions in company systems and ensure reliable data quality.
  • Prepare analyses, reports, and summaries to support decisions and team processes.
  • Process payment requests, review invoices, and systematically follow up on organizational workflows.
  • Coordinate customer inquiries, support complaint management, and collaborate closely with directors, advisory teams, and specialist departments.

Desired Qualifications

  • Initial experience in assistance, clerical processing, administration, or customer service.
  • First exposure to AI-supported applications.

About the Company

ATLAS Vertriebsservice

Runs support services for financial advisers

ATLAS Vertriebsservice runs central services for German financial advisers, combining financial product support with the systems and administrative work behind personal advice. Its banking and investment teams develop and manage products covering savings, investments and property finance, and connect advisers with the companies supplying those products. Its technology teams build and maintain business applications, manage infrastructure and support the people using them, while other units handle purchasing, financial reporting and communications. A majority-owned company of Generali Deutschland, ATLAS is headquartered in Frankfurt am Main, Germany.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Frankfurt am Main, Germany
Founded
Not listed

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