Assistant Middle Office Gestion de Patrimoine Expérimenté F/H
Core
Administrative and operational support for client portfolios and financial placements in a private wealth management firm.
Role type
Experienced Assistant Middle/Back Office
Builds
Operational workflows for client asset management and regulatory documentation
Domain
Private wealth management / Financial services
Deliverable
client delivery
Required skills
Portfolio operations, regulatory document preparation, internal process control, financial transaction verification, administrative case management
Preferred skills
Regulatory compliance knowledge (AMF), wealth management training
Technologies
Office suites, proprietary financial software
Responsibilities
Follow up on client administrative and operational files, manage daily financial placement and portfolio operations, prepare and control regulatory and contractual documents, collaborate with wealth management advisors, ensure compliance with internal procedures and legal obligations, verify execution of financial and portfolio operations, contribute to process improvement and internal communication flow, ensure service quality through reliable and fast processing
Seniority
Mid-level, experienced IC