AG2R LA MONDIALE

Spécialiste de la protection sociale et patrimoniale, AG2R LA MONDIALE assure particuliers, professionnels, entreprises et branches autour de 4 expertises : épargne, retraite, santé et prévoyance.

💡 SSE organization

This structure is based on a principle of solidarity and social utility: its management is democratic and participative, and its profit-making potential is limited. It may be an association, cooperative, foundation, mutual or ESUS company.

Website
Friendly Society
> 2000 employees
Health

Carried out an internal impact measurement.

This structure did not communicate to us the labels or certifications that it was able to obtain.

Benefits

Travel Assistance Employee Representation Committees Extended Parental Leave Caregiving Leave Full Medical Coverage Work Flexibility Professional Training and Development Eco-Friendly Initiatives Advantageous Retirement Plans Wellness Programs Mentorship and Sponsorship Programs Childcare Assistance Unmarried Partner Health Insurance Sabbatical Leave Moving Expenses Coverage Emergency Fund for Employees Service vehicle

Value sharing

Professional Development Investment Profit Sharing Participatory Retirement Savings Plans Minimum Compensation Policies Recognition and Rewards Support Programs for Entrepreneur Employees Sustainability-Linked Bonuses

Diversity & inclusion

Diversified Supplier Criteria Diversity Assessment and Reporting Support Measures for Disabled Workers Partnerships with Diversity Organizations Non-Discrimination Policies Workplace Diversity Programs Inclusive Recruitment Internal Support Networks Gender and Identity Awareness Initiatives Community Engagement Support for Parents and Caregivers Intercultural Awareness Training Salary Equity

Governance principles

Stakeholder Engagement Collaborative Project Management Ethics and Conduct Charter

CSR impact report

Vous intégrez l'équipe de Gestion des Unités de comptes dans lequel vous aurez l'opportunité de suivre la gestion sous mandat pour nos clients VIP et de participer à des missions transverses.

Vos principales missions seront : Le suivi et la valorisation quotidienne des portefeuilles de titres afin de concrétiser les rachats, les transferts et les successions enregistrés en amont sur les comptes en Gestion La bonne prise en compte des opérations liées à la vie d’un compte titres (OST, Achats, Ventes) pour communiquer aux bénéficiaires des contrats une valorisation précise des contrats d’assurance vie Le suivi des tâches de planning et des indicateurs en collaboration avec l’équipe La participation aux clôtures comptables trimestrielles permettant de valoriser les frais de gestion et en assurer la transmission et le recouvrement auprès des mandataires

Rigueur Capacité d'analyse Aisance relationnelle Esprit d’équipe Autonomie Réactif Capacité d’adaptation

Vous préparez un diplôme dans le domaine de la finance/comptabilité Une première expérience est appréciée Maitrise des outils informatiques et bureautiques A l'aise avec les outils financiers Appétence pour l'environnement financier (OPC, UC, titres, … ) Gestion des priorités

💡 Need to strengthen your profile to match perfectly to this job?

This training might interest you: Diplôme d'établissement - Sciences de la Vie et de la Terre!

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