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About the Role
CAPRI CONSULT is seeking an organized and reliable individual to support their sales team by managing leads, appointments, and documentation. This role is crucial for ensuring smooth operations and allowing the sales team to focus on clients. The position is based in Berlin and requires a minimum of 30 hours per week.
Responsibilities
- Manage leads, accounts, and opportunities.
- Assign leads, create tasks, and monitor processing status.
- Schedule, reschedule, and remind clients about appointments.
- Ensure timely availability of necessary documentation for advisors.
- Provide support and ensure team functionality by understanding workflows.
- Step in where needed to maintain smooth operations.
Requirements
- Minimum of 3 years of professional experience in an administrative capacity.
- Flawless written and spoken German language skills.
- Structured and independent work style.
- Strong communication skills via phone and email.
- Experience with CRM or coordination tools (e.g., Salesforce, Asana, or similar).
- Willingness to take responsibility beyond just completing tasks.
- Discretion and reliability are highly valued.
- Prior experience in sales/real estate is desirable but not required.
Skills
- CRM
- Coordination tools
- Sales support
- Appointment scheduling
- Document management
- Communication
Location
- Berlin
Work Type
- Part-time
- Onsite
Experience Level
- Mid-level
Benefits
- Genuine scope for design and development opportunities in a growing team
- Colleagues who are motivated and supportive
- Flexible working hours
- Office in a central Berlin location (including a fitness studio)
- Short decision-making processes directly with management
About the Company
- CAPRI CONSULT is a consulting firm for HENRYs (High Earners Not Rich Yet) focused on strategically converting income into assets.
- Their goal is to become the number 1 in Germany for systematic wealth accumulation within the next three to five years.
- With approximately 20 years of market experience, they assist clients in building six- to seven-figure assets individually, independently, and without product sales.
- Operating with teams in Berlin and Dresden, they are shaping the transformation in the financial industry with a modern, customer-oriented approach and a clear vision.
- They have around 20 years of market presence and over 150 million Euros in assets under management.
- More than 1,500 clients trust their advice.
- They hold a 4.95 out of 5-star rating from 362 reviews and a 100% recommendation rate on ProvenExpert.