Associé.e en gestion de patrimoine
Core
Support wealth management advisors by processing client transactions, managing account documentation, and ensuring end-to-end service delivery for the Groupe Financier Héritage.
Role type
Wealth management operations associate
Builds
Client account documentation and transaction processing
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Transaction processing, account documentation management, end-to-end follow-up, report preparation, compliance adherence, Microsoft Excel proficiency, problem-solving, multitasking
Preferred skills
Interest in wealth management, cybersecurity awareness, willingness to complete regulatory training (CCVM)
Responsibilities
Process client transactions (deposits, withdrawals, transfers, currency), manage account documentation from opening to updates, prepare client reports, ensure end-to-end follow-up with internal teams and partners, participate in process improvement
Seniority
Junior to Mid-level, hands-on IC