Finance Backoffice Staff (m/w/d)

DEFINET offers a comprehensive service for financial advisory firms. With around 70 employees in our performance centers in Eschborn & Hannover, we take over all back office topics related to sales support, processing, and IT for our customers.

We offer our partners a holistic product portfolio: insurance, investments, financing, real estate, assets, and much more. Our highly qualified experts support financial advisors completely independently.

Join us on board and enrich our professional but above all collegiate work environment! We offer interesting tasks and an innovative
workplace with modern IT technology.

Tasks

• Reading in and checking provision data carriers, as well as implementing them into the accounting system, including continuous process optimization
• Process-oriented preparation of payment receipts and settlement data
• Checking and managing provision settlements for our partner companies
• Creating should-have-is comparisons, evaluations, and proposals for optimization
• Maintaining our partner companies in application processing and provision claims
• Supporting our sales partners with booking-related questions, during the application process, and during provision calculation

You make our provision settlement a true trust factor for our sales partners. With digital systems, you optimize workflows and actively develop our processes.

Qualification

• A successful completed vocational training in finance, insurance, or banking – ideally with a focus on accounting or financial management – or an equivalent qualification.
• Very good MS-Office skills, especially in Excel and Outlook
• A high level of communication and team skills
• A high degree of willingness to work hard, initiative, and organizational skills
• Very good German language skills (C1)

Benefits

• Flat hierarchies I Team Spirit
• Mobile Office
• Company health insurance
• Company pension plan
• Corporate benefits
• Training I Further education I Development

We look forward to your application with your salary expectations and earliest possible start date.

Required documents: Curriculum vitae, cover letter, certificates

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