Provides administrative services for corporate sales and generates sales forecasts and reports. Ensures timely client information delivery and compliance with legal reporting.
About the role
- Werkstudent:in im Bereich Treuhand Administration für das Pension Funding Consulting Team in Deutschland. Verantwortung für administrative Aufgaben und unterstützende Tätigkeiten im Treuhandbereich.
Responsibilities
- Handle administrative tasks related to the management of purpose-bound trust assets for pension provision and other benefits
- Set up trust accounts and custody accounts with banks and custodians as part of implementing client-specific trust solutions (account opening and KYC processes, including anti‑money‑laundering checks)
- Execute transactions within the trust assets (order processes, transfers, capital contributions, reimbursements) as part of designated asset management
- Prepare regular client-specific analyses and reports on the respective trust assets
- Support the invoicing/billing process
- Assist with client inquiries regarding trust solutions
- Review data submissions and billing documents
- Mail handling and document filing
- Support additional ad-hoc requests and projects within Pension Funding Consulting
Requirements
- Currently enrolled student in any field of study (preferably in economics/business, finance, or a mathematics-related program)
- Some practical experience in similar commercial/administrative roles is an advantage
- Interest in working with numbers and in capital markets is a plus
- Reliable, team-oriented, committed and proactive
- Confident user of MS Office products (in particular Excel and Word)
- Very good German and ideally good English skills, both written and spoken
Benefits
- Join an innovative, international consulting firm that places high value on diversity, equality and social engagement
- Learn from the best in the industry
- Modern offices in a central location
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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