Sachbearbeitung Wertpapierabwicklung / Investment-Backoffice

About the role

Bendl Investment GmbH is an owner-managed multi-family office and asset management firm based in Erding. This role involves operational securities processing, including order execution, management of savings plans, and technical implementation of model portfolio changes. The position focuses on execution, control, and documentation rather than investment advice or client management.

Responsibilities

• Execute securities orders and manage savings plans
• Implement and maintain model portfolios in internal systems
• Prepare application and order documentation
• Monitor and follow up on pending transactions
• Ensure complete and accurate documentation of all processes

Required skills

• Securities processing
• Depot processes
• Financial documentation

Qualifications

• Professional experience in a bank, savings bank, asset management, or financial services firm
• Experience in securities back-office operations

Benefits

• Structured onboarding
• Defined task area

About the Company

Bendl Investment GmbH is an owner-managed multi-family office and asset management firm based in Erding. They provide services to entrepreneurs, executives, and wealthy families in areas including asset investment, retirement planning, and long-term financial planning.