Estate File Coordinator
il y a 7 jours
We are seeking a skilled and experienced professional to join our Operations Management Division as an Estate File Coordinator. In this role, you will be responsible for processing transfer files for SCPI associates and contributing to the various activities of the client account. You will be the preferred contact for partners and notaries, ensuring seamless communication and resolution of queries.
Key Responsibilities
* Process and/or control estate files according to the procedure
* Regularize dividends outstanding for the benefit of heirs
* Investigate and manage files relating 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 the files of amounts that are dormant and participate in the tax campaign
About You
We are looking for an individual with a higher education in law, specializing in family law, inheritance, and gifts, or notarial law. You should have significant first experience in a similar position, ideally in a regulated sector such as banking, insurance, or management company. You should be familiar with legal and tax concepts, computer tools (Excel, Word, and Outlook), and ideally the Unicia tool. You should have a great relationship, very good listening skills, and be rigorous and recognized for your writing skills. You should also be autonomous, versatile, and proactive, committed to customer and partner satisfaction.
Our Team
We are a dynamic and innovative team of professionals who are passionate about delivering exceptional results. We are committed to innovation, sustainability, and social responsibility, and we are looking for talented individuals to join our team.
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