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UFF

Gestion de patrimoine et solutions financières

Assistant commercial

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

About the Job

Requirements

  • At least 2–3 years of experience in a similar position; work-study experience counts.
  • Comfort using computer tools and handling customer calls.
  • Strong spoken communication and professional presentation suitable for representing the company to external contacts.
  • Rigor, organization, responsiveness, and dynamism to manage the assigned tasks.

Responsibilities

  • Welcome customers and prospects by phone and in person.
  • Support advisors with the administrative completion of clients’ commercial transactions before sale.
  • Provide administrative follow-up on client transactions after sale and contact clients when needed to obtain missing supporting documents.
  • Support the director with the agency’s commercial activity.
  • Assist the director in tracking reporting, dashboards, client-file progress, and compliance checks.
  • Support recruitment by searching for résumés, scheduling appointments, and preparing application files.
  • Provide administrative welcome and onboarding for new employees.
  • Manage medical examinations.
  • Support the effective management and development of team life.
  • Manage the agency’s cash flow and budget.
  • Organize logistics for agency meetings and events.
  • Coordinate administrative matters between agency employees and headquarters.

Desired Qualifications

  • A background in finance, banking, or insurance is not required.

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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