About the Company
Allianz Global Investors is a leading active asset manager, part of Allianz SE, with a strong presence globally and a commitment to helping clients achieve their financial goals. With a focus on innovative solutions and responsible investing, we provide a dynamic environment for professionals looking to make an impact in the financial services industry.
Job Description
We are seeking a highly organized and proactive Financial Admin Assistant to join our Wealth Management team in Munich. This role is crucial in supporting our financial advisors and ensuring the smooth operation of client-facing and back-office activities. The ideal candidate will possess exceptional administrative skills, a keen eye for detail, and a foundational understanding of financial services.
Key Responsibilities
- Provide comprehensive administrative support to wealth management advisors, including scheduling appointments and managing calendars.
- Prepare and process client documentation, reports, and presentations with accuracy and efficiency.
- Assist with client communication, including drafting correspondence and responding to inquiries under advisor supervision.
- Maintain and update client records and databases, ensuring data integrity and confidentiality.
- Coordinate internal and external meetings, including logistical arrangements and minute-taking.
- Support compliance efforts by ensuring all administrative procedures adhere to regulatory guidelines.
- Manage office supplies and equipment, and handle general office management tasks as needed.
Required Skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Excellent organizational and time management skills.
- Strong written and verbal communication abilities.
- Demonstrated attention to detail and accuracy.
- Ability to work effectively in a fast-paced, professional environment.
- Basic understanding of financial concepts and terminology.
Preferred Qualifications
- Associate's or Bachelor's degree in Business Administration, Finance, or a related field.
- Previous administrative experience in the financial services or wealth management industry.
- Fluency in German (both written and spoken).
- Experience with CRM software (e.g., Salesforce) or financial planning tools.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Generous paid time off and holiday schedule.
- Company-sponsored retirement plans.
- Opportunities for professional development and career advancement.
- Subsidized public transport pass.
- Employee wellness programs and on-site amenities.
How to Apply
If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:
- An up-to-date Resume or CV
- A brief cover letter summarizing your experience and motivation
Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.
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