Wealth Management Operations Specialist

il y a 4 semaines


BoulogneBillancourt, Île-de-France PAGE PERSONNEL Temps plein

Join Page Personnel, a prominent recruitment and specialized interim agency with a global presence.

We are seeking a meticulous and organized individual to become part of our team as a Wealth Management Operations Specialist. In this capacity, your responsibilities will include:

  • Efficiently managing client inquiries and operational tasks with precision,
  • Ensuring adherence to regulatory standards for client documentation and partnerships,
  • Maintaining and updating essential records and tools, including dashboards and CRM systems,
  • Providing support for administrative duties and client communications,
  • Contributing to the overall regulatory compliance of the organization.

To excel in this position, you should possess:

  • Previous experience in finance, insurance, or related sectors,
  • Proficiency in Microsoft Office Suite,
  • Excellent organizational and communication abilities,
  • A keen interest in financial services and a desire to learn and advance within the industry.

If you are in search of a rewarding opportunity within a vibrant environment and meet the necessary qualifications, we encourage you to consider this position.



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