U

UFF

Gestion de patrimoine et solutions financières

Assistant commercial

Administrative SupportConfirmed live in the last 24 hours
Full-timeMarseille, FranceIn-person

About the Job

Requirements

  • At least 2–3 years of experience in a similar role; work-study experience is included.
  • Ability to represent the company to external contacts through clear speech and a professional presentation.
  • Rigor and organization to manage assigned tasks.
  • Comfort with computer tools and customer calls.

Responsibilities

  • Welcome customers and prospects by telephone and in person.
  • Support advisers with the administrative completion of customers’ commercial documents before sales.
  • Provide administrative follow-up for customer documents after sales and contact customers to obtain missing supporting documents when necessary.
  • Support the director with commercial activity.
  • Assist the director with reporting, dashboards, customer-file progress, and compliance checks.
  • Support recruitment by searching for résumés, scheduling appointments, and preparing application files.
  • Handle administrative reception and onboarding for new employees.
  • Manage occupational health visits.
  • Support the management and development of the agency’s team life.
  • Manage the agency’s cash flow and budget.
  • Organize logistics for agency meetings and events.
  • Provide an administrative link between agency employees and head office.

About the Company

UFF

Gestion de patrimoine et solutions financières

UFF helps individuals and business owners manage their wealth in France. It provides financial advice and a range of products across real estate, life insurance, financial investments, and provident planning, along with corporate solutions such as retirement plans, employee savings plans, liquidity management, and social liabilities management. The firm uses an open-architecture approach, offering selected products from multiple providers and acting as a trusted advisor through key life moments. It sets itself apart by being the creator of the wealth management advisory profession in France and by offering comprehensive, nationwide coverage with about 170,000 clients as of December 31, 2025. Its goal is to help clients optimize their personal and professional patrimony and to support them through different moments in life with tailored solutions.

Company size
1,001-5,000
Company stage
IPO
Headquarters
France
Founded
1968

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