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Experienced Private Banker Assistant

Il y a 2 mois

Paris, Île-de-France FED FINANCE Temps plein
About the Role

We are seeking an experienced Private Banker Assistant to join our team at FED FINANCE, a leading finance consulting firm. As a Private Banker Assistant, you will be responsible for providing administrative support to our Private Banking team.

Key Responsibilities
  • Manage daily account movements and ensure accurate record-keeping
  • Process payments, withdrawals, and changes to insurance contracts
  • Open new accounts and enter orders into Market Plus
  • Coordinate meetings and appointments with Private Bankers
  • Communicate with clients via phone and email
  • Ensure timely completion of tasks and deadlines
  • Act as a liaison between Private Bankers and internal departments
Requirements
  • University degree or equivalent in finance or a related field
  • Minimum 5 years of experience in a similar role in banking or finance
  • Excellent knowledge of the banking industry
  • Operational proficiency in English (written and spoken)
  • Strong proficiency in Microsoft Office
  • Excellent organizational and time management skills
  • Ability to work independently and as part of a team
About FED FINANCE

FED FINANCE is a boutique finance consulting firm that provides strategic advice and financial solutions to clients worldwide. We are a dynamic and growing company that values innovation, expertise, and teamwork.