Assistant – Independence

Description of the offer

All of our positions are open to telecommuting.

Joining Deloitte means saying yes to an experience that makes sense, one where encounters and missions push you to grow every day.

It means evolving in a work environment based on trust, transmission and collective intelligence to build the future of our clients. A future that we want to be more responsible, more sustainable and respectful of the environment by taking concrete initiatives at our level. Joining us also means saying yes to a Great Place to Work company, committed to the well-being and inclusion without distinction of our employees.

And you, ready to say #ISayYes to your future at Deloitte?

What will your role be in the #TeamDeloitte?

The Quality Risk Department assists Deloitte professionals through technical consultations and the implementation of processes and tools aimed at developing our brand and protecting our reputation.

Deloitte mobilizes diversified skills to respond to the range of services expected by its clients, of all sizes and in all sectors. Independence is a founding value of the profession of statutory auditor. The trust that users place in the signature of the statutory auditor requires strict compliance with the rules and principles of independence.

One of the key processes is monitoring the personal independence of employees and partners. In particular, we use a database called GIMS which allows the monitoring of securities and funds whose holding by professionals is restricted for ethical reasons.

Your missions

Within the Personal Independence team of the Quality Risk Department (DQR), you will be in charge of:

Assistance to Associates in the

Follow-up of their financial assets: follow-up of partners’ requests: regular contacts and research on financial products;
Analyzes of prospectuses/notices of financial products with regard to the criteria of independence;
Update of the GIMS database;

Assistance in collecting information and document management and in particular:

Assistance in the preparation of the monthly activity report (performance indicators), the annual confirmation of independence and the annual summary reports;
Preparation of the necessary elements for quality controls (internal and external);
Assistance in the preparation of communications and the updating of documentary bases.

Your experience

By joining Deloitte, you will have the opportunity to develop a set of skills structured around the following dimensions: leadership, profession and specialty. Thanks to the varied missions in which you will participate and the training program offered, you will be able to gradually strengthen these skills, acquire new ones and thus progress within our firm.

And if it were you ?

You have experience as a wealth management assistant and you have an understanding of the different types of investments (UCITS, shares, etc.);
You want to evolve and be empowered
You are rigorous and know how to manage priorities in order to meet deadlines;
You know how to work on sensitive subjects while strictly respecting confidentiality;
You demonstrate interpersonal skills;
You have a good knowledge of office tools and in particular Word, Excel (pivot tables), Powerpoint, Outlook;
You are fluent in oral and written English;

Position based in La Défense.

How to apply?