Live opening · Posted 9 days ago
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About the role
Description supplied by the original job listing.
Role Description The Operations Coordinator is a part-time, remote role responsible for supporting the smooth day-to-day functioning of VP VermögensPlanning’s advisory operations. This position involves coordinating schedules and meetings, managing documentation, and maintaining accurate records for client engagements and internal processes. The Operations Coordinator will handle administrative tasks, assist with customer service inquiries, and help streamline workflows between advisory, finance, and support teams. The role also includes monitoring operational performance, preparing reports, and contributing to the continuous improvement of procedures and tools used in asset and financial planning. Collaboration with colleagues in a virtual environment and clear communication with clients and partners are core aspects of the position.
Qualifications
Strong analytical skills to interpret data, support decision-making, and improve operational processes.
Excellent communication skills to interact clearly and professionally with clients, partners, and internal teams.
Experience or training in operations management to coordinate workflows, schedules, and task execution.
Customer service skills to respond to inquiries promptly, manage expectations, and ensure a positive client experience.
Administrative assistance skills to manage documentation, handle correspondence, and maintain accurate records.
Comfort working in a remote environment, with good time management, self-organization, and proficiency in standard office and collaboration software.
Previous experience in financial services, consulting, or professional services operations is beneficial.
Relevant vocational training or a degree in business administration, finance, or a related field is an advantage.
Work arrangement
No
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