Application Processing Clerk 100%, from 01.09.2026 or by arrangement / Work location: Adliswil
- Employment type
- Full-time
- Location
- Adliswil · Remote possible
- Company
- SVAG Schweizer Vermögensberatung Aktiengesellschaft, Soodmattenstrasse 4, 8134 Adliswil
- First posted
Application Processing Clerk (m/f) 100%, from or by arrangement / Work location: Adliswil
The SVAG Vermögensberatung AG is a subsidiary of the owner-managed Deutsche Vermögensberatung, the largest and most significant financial distribution company in Germany. In Switzerland, we are an agile and dynamic team in the back office.
Our main task consists of professionally supporting our wealth advisors throughout Switzerland.
To strengthen our team, we are looking for a committed personality with a precise and reliable way of working.
Your tasks:
Timely recording, checking and processing of insurance and investment fund applications according to defined standards as well as compliance with the required quality specifications
Quality control and ensuring correct contract processing in the Contracts area
Contact and cooperation with wealth advisors, internal specialist departments and product partners
Providing information by telephone and in writing for general questions and concerns regarding the Contracts area
Support in process optimizations and active participation in the further development of internal processes
Taking over administrative tasks as well as general support for the team in daily business
Your profile:
Completed commercial vocational training or comparable further education
Initial practical professional experience, preferably in the insurance industry
Certification as a VBV insurance intermediary or the readiness and motivation to obtain this qualification with us
Strong communication skills as well as a pronounced service and customer orientation
Very good MS Office user knowledge
Stylistically confident German as well as good French and/or Italian skills
Independent, reliable and careful way of working with a high sense of quality, teamwork and a quick comprehension
Your perspective:
Modern and bright office premises
Possibility for home office within the framework of our company regulations
Interesting and varied activity
Collegial working environment in a motivated and service-oriented team
Progressive employment conditions
Have we piqued your interest? We look forward to receiving your complete application in electronic form.
We look forward to getting to know you! jpideb05e80jm jit0834jm jiy26jm
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Posted today