Transfer Manager

il y a 2 semaines


Paris, Île-de-France Natixis Temps plein

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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