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Back/Middle Office (Multi-Family Office)
Job description
The resource will be responsible for operational activities related to managing client portfolios and daily office operations; specifically, it will be responsible for the following activities: - Entry of financial transactions related to clients (data entry). - Reconciliation of accounts and positions. - Verification of data accuracy and movements. - Operational support in administrative portfolio management. - Interaction with intermediaries and counterparties for operational aspects. - Support in organizing office activities. - Preparation of presentations and support in organizing events. - Response to calls and emails. - Diploma or degree. - Previous experience in Back/Middle Office roles matured at Banks/SIM/SGR - Competence in financial data analysis and use of technological tools. - Ability to work in a team and communicate effectively. - Attitude towards problem-solving and attention to detail. Multi-Family Office with international exposure, specialized in providing personalized consulting and innovative solutions to families (HNWIs) and PMI. - Indefinite contract. - CCNL Commercio, Remuneration commensurate with previous experience. - Restaurant ticket. Except for the case where you present your candidacy for reserved positions under Law 68/99 (in which case we ask you to insert only confirmation of your membership in such categories, without any further information related to health or disability), your application must not contain information about your state of health, including potential membership in a protected category, as it is not relevant to the evaluation of your candidacy. Sector: Other Role: Other
Required skills
teamwork
communication
attention to detail
problem-solving
back office
data entry
portfolio management
administrative support
indefinite contract
ccnl commercio
financial transactions
account reconciliation
banks
sim
pmi
technological tools
hnwis
middle office
financial data analysis
restaurant ticket
multi-family office
sgr
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Company information
- Company
- Page Personnel
- Location
-
Italia
Italy - Posted
- 8 months ago
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