French Wealth Solutions Associate (French Assurance Vie Associate)

The Opportunity: As a French Assurance Vie Associate, you will help support the team and its ambitious goals. You will coordinate with internal departments, prepare onboarding paperwork, help create sales deliverables, build new processes, and much more. By becoming a part of the new FIL brokerage team, you will expand your knowledge in both finance and this market and be an essential part of a growing business. You will report to your Team Leader who will aid in your job training and ongoing professional development. The Day-to-Day: Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients Ensure we have appropriate documentation from clients to begin their relationship with FIL by partnering with internal departments and requesting necessary documents Partner with the insurance company to complete administrative and operational requests for clients Perform ad-hoc projects and brainstorm process improvements to support a growing department Your Qualifications: A university degree or equivalent combination of education and experience Native French language proficiency and proficiency in English ( Recruitment process will be in English) You are engaging and can connect with a wide array of audiences by phone and email Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on. You learn ..... full job details .....