Spezialist (d/m/w) Accounting/ Controlling – Schwerpunkt Wealth Management

Deutsche Oppenheim Family Office AG

Munich, Germany
Flexible work arrangements (specific details not provided).
Asset accounting and controlling
Booking of business transactions
Portfolio reconciliation
Deutsche Oppenheim Family Office AG is seeking a Specialist in Accounting/Controlling with a focus on Wealth Management. The ideal candidate should have experience in asset accounting and controlling, preferably within a family office context, along with proficiency in relevant financial reporting systems

Job Summary

  • Deutsche Oppenheim Family Office AG is a multi-family office providing services in consulting private individuals, entrepreneurs, churches, foundations, and institutional investors.
  • The role involves asset accounting and controlling for liquid and illiquid assets, including risk controlling, and booking all business transactions for client portfolios.
  • We offer flat hierarchies, mobile working, flexible working hours, 30 vacation days, competitive compensation, and company benefits.

Matching Summary

Match Score: 85

Deutsche Oppenheim Family Office AG is seeking a Specialist in Accounting/Controlling with a focus on Wealth Management. The ideal candidate should have experience in asset accounting and controlling, preferably within a family office context, along with proficiency in relevant financial reporting systems.

Skills & Requirements

Must-have

  • Asset accounting and controlling
  • Booking of business transactions
  • Portfolio reconciliation
  • Asset reporting
  • Collaboration with tax advisors

Nice-to-have

  • Family Office business knowledge
  • Interaction with clients
  • High quality awareness
  • Discretion and flexibility

Key Requirements

  • Experience with QPLIX asset reporting system
  • Degree in Finance or Financial Economics
  • Experience in customer interaction
  • Good English skills

Work Rights

Not specified

Tailored Resume

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