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Strong employer brand, common operations title, and metro location increase applicant competition.
Role requires finance operations experience and German language, limiting cross-industry transferability.
Mandatory German fluency and finance operations skills increase filtering despite no explicit years requirement.
Own processing and verification of customer fund orders, savings plans, and transfer orders within specified processing times.
Prepare and execute fund income distributions and reinvestments, including tax data creation and verification.
Set up and maintain client data, tax acquisition data, and manage allocation of model portfolios and related transactions.
Fluency in German and English languages.
Good numeracy skills and high attention to detail.
Work Experience Required: Not explicitly mentioned in the JD.
Experience in processing financial transactions and knowledge of operational process improvement.
Experience working in client onboarding, fund dealing, or asset management operations, preferably in German financial services.
Ability to perform with high quality assurance and risk awareness in a regulated environment.
Comfortable collaborating across teams and supporting continuous process improvement initiatives.