Assistant de gestion stagiaire
Core
Front Office trainee supporting wealth managers with client onboarding, account opening, and daily transaction execution.
Role type
trainee
Builds
client accounts and transaction records
Domain
wealth management
Deliverable
client delivery
Required skills
French, English, communication, teamwork, adaptability
Responsibilities
Assist in preparing files for new client relationships and account opening correspondence, Observe and learn client order execution (daily transactions: transfers, deposits), Update client documentation, Perform KYC reviews, Provide administrative support to managers