Operation Analyst Successions
il y a 5 jours
Description
Fondée en 1856, la Banque Internationale à Luxembourg (BIL) est la plus ancienne banque universelle du Grand-Duché. Depuis sa création, elle joue un rôle actif dans les principales phases du développement de l'économie luxembourgeoise. Elle exerce aujourd'hui les métiers de banque de détail, banque privée et banque des entreprises et participe aux marchés de capitaux. Avec plus de 2.000 collaborateurs, la Banque est présente au Luxembourg, en Suisse, et en Chine.
Responsabilités
**VOS ACTIVITES**:
Assurer la gestion administrative des dossiers successoraux, ce qui implique principalement:
- détecter la surveillance des décès (client, conjoint, mandataire) et effectuer les actions nécessaires pour le suivi des avoirs et produits du défunt ;
- être en charge des relations et de la correspondance tant avec les ayants-droit qu’avec les intermédiaires (notaires, avocats, exécuteurs testamentaires), notamment afin d’obtenir les documents requis dans le cadre du règlement de la succession ;
- apporter un support proactif aux chargés de clientèle pour le traitement des dossiers de succession ;
- établir la déclaration des avoirs à l’Administration de l’Enregistrement, tel que prévu par la loi ;
- l’analyse des documents et la liquidation des dossiers successoraux en veillant à la juste transmission des actifs successoraux aux ayants-droit dûment identifiés, conformément au cadre légal applicable (national et/ou international) ;
- vérifier la dévolution successorale et contrôler la conformité des opérations par rapport aux procédures internes ; vérifier et exécuter les ordres de liquidation ;
- gérer les incidents et réclamations éventuels, en effectuant les recherches historiques et en communicant les éléments de réponse au département compétent.
Exigences obligatoires
**VOTRE PROFIL DE COMPETENCES**:
- Votre niveau d’études :_
De formation supérieure (idéalement en gestion ou droit), vous disposez d'une expérience probante acquise au sein d'une structure bancaire. Vous avez développé des compétences en droit de la famille et des successions. Une expérience équivalente dans une étude notariale peut également être relevante.
- Vos qualités personnelles :_
Doté(e) d’évidentes qualités relationnelles et diplomatiques, vous êtes reconnu(e) pour votre sens de l’organisation, des priorités et votre flexibilité dans l’exécution des différentes tâches. Vous êtes autonome tout en travaillant en équipe. Discrétion et rigueur sont indispensables pour l’exercice de la fonction.
- Vos connaissances linguistiques :_
Vous parlez couramment le français, le luxembourgeois, l’allemand et l’anglais. Toute autre connaissance linguistique est un atout supplémentaire.
- Vos compétences bureautiques et/ou informatiques : _
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