Manager Transfers - AEW - France Job Openings

France Job Openings

Natixis

Manager Transfers - AEW

Paris

October 16, 2024

Company Description

AEW represents the real-estate management platform of Natixis Investment Managers (NIM). NIM is part of BPCE Global Financial Services, Europe’s 5th financial Institution and France’s 2nd largest banking group in France through its subsidiaries Banque Populaire and Caisse d’Epargne.

AEW is one of the world’s largest real estate investment managers with EUR 82.2 billion assets under management in Europe at the end of 2021 and is also present in North America and Asia.

In Europe, over 450 employees successfully implement core, value-added and opportunist investment strategies to serve our clients. AEW operates in promising real estate markets notably in Logistics, Offices, health, residential and retail asset sectors.

As an employer, we offer our employees equal access to job opportunities regardless of gender, race, ethnicity, sexual preference, social status, handicap, and age. We strive to develop a fulfilling and an inclusive working environment as we believe diversity enriches us and fosters collective intelligence.

Job Description

Within the Operations Management Division, you are responsible for processing transfer files for SCPI associates and contributing to the various activities of the client account. You are the preferred contact for partners and notaries.

On a daily basis, you are responsible for:

Process and/or control estate files according to the procedure;
Regularize dividends outstanding for the benefit of heirs;
Investigate and manage files relating to donations, divorce and dissolution of PACS;
Process transfers of a type by mutual agreement or end of temporary dismemberment;
Respond to specific requests from notaries, heirs, clients or partners,
Manage the files of amounts that are dormant and participate in the tax campaign.

#Transformative Finance

This position is based in Paris with the ability to work remotely.

As a top employer, we put our people first. Internal mobility, career development and training programs allow you to grow and thrive throughout your career.

You are operating in a hybrid, inclusive and collaborative work environment.

You also have the opportunity to be involved in society and causes that are important to you through our corporate foundation.

About the recruitment process

You will be contacted by one of our recruiters before meeting with our business experts (manager, team member or business line member).

Within the Operations Management Division, you will be responsible for processing SCPI associates transfer files and contributing to various client account activities.

From an operational perspective, you are responsible for:

Open/Process and/or control estates in accordance with the procedure,
Preferred contact person for partners, notaries,
Creation of new heir clients, transfer of units to the benefit of heirs, follow-up of SCPI if necessary,
Regularization of dividends pending for the benefit of heirs,
Instruct and manage donation files, To handle transfers of the type of OTC or other or end of temporary dismemberment,
To respond to specific requests from notaries, heirs, clients or partners,
To manage the files of amounts in default,
Participate in the tax campaign,

#Much More Than Just AJob

This position is based in Paris with the ability to work from home.

As a top employer, we put our people first. Internal mobility, career development and training programs allow you to grow and thrive throughout your career.

You are operating in a hybrid, inclusive and collaborative work environment.

You also have the opportunity to be involved in society and causes that are important to you through our corporate foundation.

As a responsible employer committed to building an inclusive work environment, we offer the same opportunities for talents from all backgrounds, regardless of age, origin, sexual orientation, handicap...

About the recruitment process

You will be contacted. e by one of our recruiters before meeting with our business experts (manager, team member or business line member).

Required Skills/Qualifications/Experience

About you: If you recognize yourself in the following description, you are made to work with us!

With a higher education in law, specialising in family law, inheritance and gifts, or notarial law, you have significant first experience in a similar position, ideally in a regulated sector such as banking, insurance or management company.

You are familiar with:

Legal and tax concepts;
Computer tools (Excel, Word and Outlook);
Ideally, the Unicia tool.

You have a great relationship, a very good listening skills, you are:

Rigorous and recognized for your writing skills;
Autonomous, versatile and proactive;
Committed to customer and partner satisfaction.

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