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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong data entry skills with a high typing speed and accuracy, proficient in handling PDF documents and utilizing Microsoft Excel, SharePoint, Teams, and Outlook. Capable of independently investigating discrepancies and consolidating complex information while maintaining a structured and detail-oriented approach.
Highest-signal resume keywords
Excellent German SkillsGood English SkillsHigh Typing Speed and AccuracyStrong Organizational SkillsAnalytical Thinking Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryDocument ReviewTransaction ReconciliationInformation ConsolidationTyping SpeedAnalytical Skills
Soft Skills
Detail-OrientedReliableIndependent WorkOpenness to New TechnologiesOrganizational Support
Tools & Technologies
Microsoft ExcelSharePointMicrosoft TeamsMicrosoft OutlookPDF Documents
Industry Keywords
Banking DocumentsBrokerage AccountSecurities Transactions
About the role
Key responsibilities & impact- Enter securities transactions from PDF documents into the internal data-entry system
- Record portfolio holdings and market values based on bank and brokerage account documents
- Reconcile entered transactions with bank statements and brokerage account statements
- Review documents for completeness and plausibility
- Process various documents from multiple banks
- Maintain entered data carefully and systematically
- Review and consolidate information in incomplete or more complex cases
- Independently investigate discrepancies and irregularities
- Provide organizational and coordination support for data entry activities as the role develops
- Follow up on tasks, priorities, and work progress
- Support colleagues with organizational matters and the onboarding of new team members
- Contribute to quality assurance and the ongoing development and optimization of processes
Requirements
What you’ll need- Excellent German skills
- Good English skills
- Confident and proficient handling of PDF documents
- Good working knowledge of Microsoft Excel, SharePoint, Teams, and Outlook
- High typing speed and accuracy in data entry, ideally including the use of keyboard shortcuts
- Highly structured, detail-oriented, and reliable approach to work
- Strong analytical thinking skills
- Ability to interpret and accurately consolidate complex or incomplete information based on documentation
- Ability to work independently and willingness to take responsibility
- Strong organizational skills and ability to manage multiple tasks while maintaining an overview
- Openness to new technologies, digital tools, and evolving processes
- Basic understanding of banking, brokerage account, or securities documents is an advantage but not required
Benefits
Comp & perks- High degree of remote work
- Flexible working-time models in full-time or near-full-time part-time roles from 35 hours per week
- Structured onboarding in processes and systems
- Collegial team with flat hierarchies and short decision-making paths
- Innovative working environment at the intersection of wealth management and technology
- Opportunities for professional development and taking on additional responsibility
- Scope for initiative and personal ideas
- Opportunity to develop toward a Team Coordinator role