Operations Associate, Personal Investing & Advisory

Fidelity International; Kronberg im Taunus; Vor Ort; EUR 40.000 - 60.000; Vollzeit

Zusammenfassung

An established industry player is seeking a motivated Operations Associate to join their Personal Investing & Advisory team. This role involves optimizing and automating processes, managing team communications, and generating insightful reports using SQL and Power BI. The company fosters a supportive environment with a focus on employee well-being, offering a beautiful location, a top-tier restaurant, and a fully equipped gym. If you are a customer-oriented team player with a passion for process improvement, this opportunity is perfect for you to thrive and grow.

Leistungen

Umfangreiches Leistungspaket

Schöner Standort mit Park

Top-Restaurant

Voll ausgestattetes Fitnessstudio

Qualifikationen

• Erfahrung in der Automatisierung und Optimierung von Prozessen.
• Fließende Deutschkenntnisse und gute Englischkenntnisse.

Aufgaben

• Verwaltung des Team-Postfachs und Analyse statistischer Daten.
• Erstellung von SQL-Berichten und Power BI-Dashboards.
• Unterstützung des Teamleiters bei täglichen Aufgaben.

Kenntnisse

Automatisierung von Prozessen

Teamarbeit

Kundenorientierung

SQL

Power BI

Shell-Scripting

Prozessoptimierung

Selbstmotivation

Ausbildung

Relevante administrative Erfahrung

Tools

Power BI

SQL

PowerShell

Jobbeschreibung

Operations Associate, Personal Investing & Advisory

Operations Associate, Personal Investing & Advisory

Apply locations Kronberg Office | time type Full time | posted on Posted Yesterday | time left to apply End Date: August 31, 2025 (30+ days left to apply) | job requisition id J58027

About the Opportunity

Job Type: Permanent | Application Deadline: 31 August 2025

Responsibilities

• Open, sort, and scan incoming mail
• Send physical mail and packages
• Monitor and manage the team mailbox
• Collect and analyze statistical data
• Report unstructured or non-standard order entries to internal teams
• Review and code team-related invoices
• Optimize and document processes
• Assist with special tasks such as system tests
• Support the team leader with daily paperless tasks
• Collaborate with the IT team of Inbound Correspondence
• Create SQL reports
• Monitor and generate Power BI reports and PowerShell scripts
• Communicate with external service providers, such as IT vendors or Deutsche Post AG

Qualifications

• Knowledge, experience, and interest in automating and optimizing processes
• Excellent team player with high self-motivation
• Customer and service-oriented
• Interest in SQL and Power BI/Shell scripting
• Process-oriented thinking
• Relevant administrative experience, ideally in a financial services environment
• Fluent in German
• Good English skills

What We Offer

We provide a comprehensive benefits package and prioritize your well-being and development. Our work environment fosters motivation and engagement, featuring a friendly team, a beautiful location with a park, a top-tier restaurant, and a fully equipped gym. We are committed to creating a motivating work environment where you enjoy being part of our team.

Learn more about our work, our dynamic working approach, and how to shape your future with us at careers.fidelityinternational.com.

We are committed to equal opportunity for all applicants, regardless of background or identity. We value diversity and strive to create an inclusive environment where everyone can thrive and contribute their unique skills.