Darbo skelbimas

Specialist to Investment Services in Wealth Management
Pozicija
Specialist
Vieta
Vilnius
Galioja iki
2019-01-31
Reikalingos kalbos
EN
Darbuotojų LT
2500
Darbo skelbimai
39
Įkurta Lietuvoje
2012

Role

As a specialist in Investment Product & Services, you strive to deliver great service and put an honour it making our advisors everyday as smooth as possible, which is for the greater benefit for our customers.

Focus area

Making our frontlines everyday lives seamless covers a palette of different areas, below highlighted a few:

  • Writing and reviewing documents
  • Selectingthe correct set of customers whom to send letters too in specific cases
  • Setting up customer letters
  • Updating various spreadsheets and homepages
  • Receive corrections to Danish SOPs, which you shall correct in the SOP system
  • We are looking for the right candidate to feel secure in having a lot on the plate and still have sufficient resources to be a liaison towards our Copenhagen office and take on new task with a smile

The desired candidate is passionate about structure, timely deliveries, multiple touchpoint, and the same time a quick learner.

 

A stylized task allocation:

  • 40% Coordination
  • 40% Manual tasks
  • 20% Optimizing procedures and governance structures

A TYPICAL DAY:

  • 30% Reviewing and re-writing documents, SOPs etc.
  • 10% Follow up
  • 10% Setting up customers letters
  • 20% Updating various spreadsheets, home pages, data etc.
  • 30% Coordinator

Area of Expertise

  • 1-3 years of relevant work experience in administrative or data entry role, etc.
  • General understanding of wealth management and/or investments
  • Ability to work autonomously and collaborate across countries
  • Great communicational and coordination skills
  • Able to structure a hectic workday and be adaptable
  • Expert user of Microsoft Office and Adobe
  • Fluent English in writing and speaking
  • Knowledge to Danish and other Scandinavian languages is preferable but not a requirement
  • Be able to travel for on-boarding purpose and team events

Promise

  • One of the leading Global Service Centre in Lithuania
  • A growing, international company which concentrates on innovative business facing solutions
  • Leaders who inspire you to succeed
  • An excellent place to grow your career and develop competences
  • A  collaborative Scandinavian culture

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