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About the Role

As a French Assurance Vie Associate, you will support the team and its ambitious goals by coordinating with internal departments, preparing onboarding paperwork, creating sales deliverables, and building new processes. You will expand your knowledge in finance and this market while being 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.

Responsibilities

Support FIL wealth engineers and investment counsellors with operational requests (portfolio recommendations, system updates, documentation) to ensure outstanding service to prospects and clients
Ensure 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

Requirements

A university degree or equivalent combination of education and experience
Native French language proficiency and proficiency in English (Recruitment process will be in English)
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
Meet challenges head-on, learn from setbacks, and work towards improvement
Eager to work in an autonomous environment to support client needs

Location

In-office

Work Type

Hybrid work from home program (eligibility based on role, tenure, and performance)

Education Level

University degree or equivalent combination of education and experience

Benefits

100% paid premiums for top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
28 days annual leave, with the ability to purchase up to 3 additional days per year
Up to 8 paid holidays
Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
$10,000 fertility, hormonal health and family-forming benefit (or local currency equivalent)
Retirement pension plan, featuring a 9% company contribution of base pay
Additional company match of up to 5% of base pay on personal contributions
Gym subsidy of up to £50 per month
Employee Assistance Program and other emotional wellbeing services
Collaborative working environment that practises ongoing training, educational support and employee appreciation events

About the Company

The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing.
Align with clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

Equal Opportunity

FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER