Financial Advisor Intern

il y a 4 semaines


Paris, Île-de-France Altarea Cogedim Group Temps plein

Altarea Cogedim Group is seeking a Financial Advisor Intern to enhance their team.

  • Assist in tracking client notary approvals
  • Prepare and issue invoices for clients and financial institutions
  • Oversee payment statuses and issue reminders when needed
  • Gather and arrange necessary administrative paperwork
  • Update banking contracts and dispatch required documentation
  • Organize meetings and discussions
  • Ensure all submitted documents are complete and legible
  • Evaluate client financing applications
  • Proactively reach out to assess client requirements

Essential qualifications:

  • Proficient in Excel, Word, and PowerPoint
  • Strong verbal and written communication abilities
  • Capable of managing and prioritizing multiple tasks
  • Exhibited independence and adaptability

If you have a keen interest in client assistance and financial evaluation, this role could be an excellent fit for you. Become part of a supportive team while enjoying the advantages of being affiliated with the Altarea Group.



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