Gestionnaire Middle Office H/F
Core
Administrative Manager supporting Fortuneo's Middle Office in handling banking and financial product management operations for clients.
Role type
Middle Office Administrative Manager
Builds
Banking and financial product management operations
Domain
Banking and Financial Services
Deliverable
client delivery
Required skills
dossier completeness verification, bank operations management, account irregularity tracking, securities account management, tax management, succession management
Preferred skills
computer proficiency, teamwork, communication skills
Responsibilities
Verify completeness of files and consistency of information, manage bank operations (account closure, oppositions, direct debits), follow up on account irregularities (insufficient coverage, third-party collection notices, fraud cases), manage securities accounts and PEA (closure, tax, rate changes, successions)