Transfer Manager
il y a 2 semaines
Job Description
As a Transfer Manager at Natixis, you will be responsible for processing transfer files for SCPI associates and contributing to various client account activities within the Operations Management Division.
Key Responsibilities:
- Process and control estate files according to established procedures.
- Regularize dividends outstanding for the benefit of heirs.
- Investigate and manage files related to donations, divorce, and dissolution of PACS.
- Process transfers of a type by mutual agreement or end of temporary dismemberment.
- Respond to specific requests from notaries, heirs, clients, or partners.
- Manage files of amounts that are dormant and participate in the tax campaign.
About the Role:
This position is based in Paris with the ability to work remotely. As a top employer, Natixis puts its people first, offering internal mobility, career development, and training programs to help you grow and thrive throughout your career.
Requirements:
- Higher education in law, specializing in family law, inheritance, and gifts, or notarial law.
- Significant first experience in a similar position, ideally in a regulated sector such as banking, insurance, or management company.
- Familiarity with legal and tax concepts, computer tools (Excel, Word, and Outlook), and ideally the Unicia tool.
- Excellent relationship-building skills, with a strong ability to listen and communicate effectively.
- Rigorous and recognized for writing skills, autonomous, versatile, and proactive, committed to customer and partner satisfaction.
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