Your tasks
- Taking over preparatory tasks for the preparation of asset reports, asset controlling as well as payment transactions and liquidity management
- Review, recording and booking of business transactions with modern booking software
- Handling correspondence with clients, tax advisors and auditors, as well as asset managers and banks
- After intensive training: Preparation of asset reports as well as determination and commenting on the development of the respective assets
- Ongoing asset controlling with regard to all transactions carried out and the performance of the recorded assets
- Assessment of investment and participation opportunities of various types (e.g. securities, real estate, closed-end investments)
- Analysis of the investment, real estate and capital markets as well as preparation and support of presentations
- Planning and management for existing digitalization projects
What you bring with you
- A completed apprenticeship as a bank clerk
- First professional experience in a comparable position in banking
- First experience in digitalization processes
- High degree of initiative as well as a sense of responsibility and discretion
- Very good MS Office skills, especially spreadsheets (Excel) and presentation techniques (Powerpoint)
- Highest service and customer orientation
- Teamwork and cooperation skills
- High willingness to learn and perform
- Fluent German and very good English skills
This is what we offer
- Diverse and challenging tasks as well as above-average learning potential
- Attractive remuneration and a very good working atmosphere in a dynamically growing company
- High degree of creative freedom
- Very good development and career prospects
- Hybrid working – in the office and mobile
- Very good connection to public transport and Hamburg city centre
- Subsidy for the Deutschlandticket and lunch
- Company pension scheme
How to reach us
We look forward to receiving your detailed application via our online form!
About Us
Lennertz & Co. is an owner-managed family office with a clear focus on the further development and value enhancement of its clients' assets.
To this end, our team of more than 30 employees thoroughly and continuously examines their family situation, their business, and their financial situation, taking into account the relevant legal and tax framework.
Our investment recommendations are in line with our clients' personal preferences. They benefit from our independence, for example in assessing global investment opportunities, their selection, and their discreet implementation.
As an entrepreneurial family office, we share our clients' demand for fast, in-depth, and secure decisions. Lennertz & Co. holds numerous authorizations from the Federal Financial Supervisory Authority (BaFin) and is therefore subject to numerous qualitative and quantitative requirements of both BaFin and the Deutsche Bundesbank.