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Simone RichterSR

Simone Richter

Backoffice Assistant | Accounting

€250/day
Zetel, DE
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Simone

Structure creates freedom: Your expert for back office & finance

Looking for more than just a typist? With over 10 years of experience – from managing a craft business's back office to supporting clients in insurance, telecom & healthcare – I'll have your back. I create the foundation for your success.

What you can expect from me
I don't just complete tasks – I take responsibility. I bring structure to complex processes so you can fully concentrate on your core business.

My competencies for your success:

Financial Administration: Precise quote & invoice creation, dunning, and professional pre-accounting for your tax advisor.

Specialized Clerical Work: Profound experience in insurance, telecom & healthcare, including application processing and document management.

Customer Service & Consulting: Expert order processing, complaint management, and technical support – your external image.

Office Organization: Efficient appointment scheduling, internal coordination, and accurate data maintenance.

Your Added Value
Industry Know-How: Quick familiarization with complex portals, technical systems, and regulatory requirements.

Security & Discretion: High sense of responsibility when handling sensitive data, contracts, and finances.

Maximum Relief: I work reliably in the background and maintain an overview even during peak periods.

Collaboration: I support you on a project or hourly basis. My daily rate is based on a working time of 5 hours – for results that count.

Ready for expert-level back office support?
Let's discuss your project with no obligation! I look forward to hearing from you!
  • German

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • Handwerksbetrieb (Rollladen & Sonnenschutz)
    Clerk for Office Management
    CIVIL ENGINEERING
    September 2023 - September 2025 (2 years)
    Bockhorn, Germany
    Holistic office management and operational control with sole responsibility:

    In this role, I independently managed the entire back office and served as the central point of contact between management, tradespeople, and customers.

    My focus included:

    Finance: Complete handling of invoicing, active dunning, cash management, and qualified pre-accounting for the tax advisor.

    Order & Logistics Management: Creation of quotes, strategic tour planning for assembly teams, and complete procurement and warehouse management.

    Personnel Management: Responsibility for recruiting (from advertisement to interview), payroll preparation, vacation planning, and staff management.

    Administration: Fleet management, coordination of external service providers, and complete documentation of analog processes to ensure operational continuity.

    Through my proactive approach, I relieved the management of all administrative burdens and sustainably increased the company's efficiency.
    Office Management & Organization Order Processing Pre-Accounting Dunning Personnel Recruiting
  • Dienstleistungen und Technologien für das Kundenerlebnis
    Clerk
    CONSULTING AND AUDITS
    January 2019 - September 2023 (4 years and 8 months)
    Bockhorn, Germany
    In this role, the responsibility lay in the highly precise preparation and review of credit commitments. In a strictly regulated banking environment, absolute conscientiousness, discretion, and adherence to complex guidelines (Compliance & GDPR) were paramount.
    My focus included:
    Credit Review & Analysis: Detailed examination of credit documents, balance sheets, and creditworthiness proofs for completeness and plausibility according to internal and legal requirements.
    Contract Management: Legally sound creation and processing of credit agreements, as well as complete documentation of credit decision processes.
    Financial Administration: Monitoring of disbursement conditions and ensuring error-free processing in payment transactions.
    Data Quality & Compliance: Continuous maintenance and cleanup of sensitive customer master data in strict compliance with banking secrecy and data protection standards.
    Interface Communication: Close collaboration with the risk department and sales for efficient case processing.
    Result: Ensuring audit-proof record-keeping and significant reduction of processing times through structured case preparation.
    Complaint Management Contract Management Technical Support Interface Communication Process Documentation
  • Renommiertes deutsches Kreditinstitut / Spezialbank für Finanzierungen
    Credit Clerk
    BANKING AND INSURANCE
    January 2016 - January 2018 (2 years)
    Weißenfels, Germany
    In this role, the responsibility lay in the review of complex financing documents. In a strictly regulated banking environment, absolute conscientiousness, discretion, and adherence to compliance guidelines and GDPR were paramount.

    My focus included:

    Credit Review & Analysis: Detailed examination of credit documents, balance sheets, land register excerpts, and income and employment proofs for completeness and plausibility.

    Contract Management: Legally sound creation and processing of credit agreements, as well as complete documentation of decision processes.

    Preliminary Review & Correspondence: Professional support of the contract system and efficient communication at the interface between customer, sales, and risk department.

    Financial Administration: Monitoring of disbursement conditions and ensuring error-free processing in payment transactions.

    Data Quality & Compliance: Continuous maintenance of sensitive customer master data in strict compliance with banking secrecy.

    Result:
    Ensuring audit-proof record-keeping and significant reduction of processing times through structured case preparation and precise document pre-screening.
    Document Review Credit Services Data Processing Operational Quality Assurance Digital Process Optimization

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Education

  • Clerk for Office Management
    BBI
    2016
    Fundierte Ausbildung zur Bürokauffrau mit Fokus auf betriebswirtschaftliche Abläufe: Umfassende Kenntnisse in der Büroorganisation, im Rechnungswesen sowie in der kaufmännischen Korrespondenz. Spezialisierung auf Auftragsbearbeitung, Materialwirtschaft, Lohnberechnung und computergestützte Datenverarbeitung.

Skill set

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