Securities Settlement Specialist | Mitarbeiter/-in Wertpapierabwicklung
DFP Deutsche Finanz Portfolioverwaltung GmbH
Job Summary
As a Securities Settlement Specialist at FiNUM.Private Finance AG in Berlin, you will play a central role in the 'Asset Management' team, focusing on the processing and administration of individual wealth management mandates. Your daily responsibilities include verifying digital account opening documents, managing order transactions—such as buys, sells, and savings plans—and overseeing the workflow for new mandates. You will act as a critical interface between internal and external IT, ensuring technical systems and reporting tools like QPLIX are maintained. This position is ideal for those who enjoy a mix of administrative precision and active communication with depository banks and sales partners. The company offers a modern workspace with flat hierarchies, flexible home office options, and a supportive team environment, making it an attractive opportunity for finance professionals looking for a stable yet dynamic role in the heart of Berlin.
Required Skills
Education
Completed vocational training in banking (Bankkaufmann/-frau) or a degree with a financial background.
Experience
- Professional experience in financial services or securities business
- Experience in checking digital account opening documents for completeness and plausibility
- Background in handling correspondence with depository banks and sales partners
- Experience in generating internal and external asset reports and evaluations
Languages
Additional
- Full-time permanent position located in Berlin; Home office available by arrangement.