Sales Support Specialist

Natixis; Milano; In loco; EUR 35.000 - 45.000; Tempo pieno

Descrizione del lavoro

A leading financial services company in Italy seeks an individual to support Account Managers and Commercial Channels in operational activities related to leasing requests. The ideal candidate will have a degree in economics or finance, with strong skills in communication, organization, and attention to detail. Familiarity with AML regulations and proficiency in Microsoft Office Suite are essential. This role is vital for improving business processes and facilitating the on-boarding of new commercial channels.

Competenze

• Not mandatory: previous experience in front/ back office, in financial sector.
• Knowledge of the leasing sector, banking regulations and document management.
• Knowledge of Italian and European Anti Money Laundering regulations.

Mansioni

• Support the Account Managers and the Commercial Channels in their day by day activities.
• Upload leasing requests and related info into the company’s IT system.
• Perform KYC, KYP.
• Collaborate with other internal offices for the on-boarding process of new commercial channels.
• Periodically perform AML checks on the commercial channels.
• Prepare business reports for commercial channels.
• Contribute to the improvement of business processes.

Conoscenze

Team spirit and collaboration

Good communication skills

Attention to detail

Organizational skills

Deadline management

Formazione

Degree in economics, finance or related fields

Strumenti

Microsoft Office Suite (Excel, Word, Outlook)

Descrizione del lavoro

Job Description

MAIN RESPONSIBILITIES

• Support the Account Managers and the Commercial Channels in their day by day/ operating activities
• Upload leasing requests and related info into the company’s IT system;
• Check of the pre-contractual documentation useful for the analysis and AML procedures
• Perform KYC, KYP
• Collaborate with other internal offices for the on-boarding process of new commercial channels
• Periodically perform AML checks on the commercial channels
• Support the energy transition (ESG-CSR) identifying the eligible requests
• Prepare business report for commercial channels
• Contribute to the improvement of business processes and the update the relevant procedures

SKILLS AND KNOWLEDGE REQUIRED

• Degree in economics, finance or related fields.
• Not mandatory: previous experience in front/ back office, in financial sector
• Knowledge of the leasing sector, banking regulations and document management.
• Knowledge of Italian and European Anti Money Laundering regulations.
• Good proficiency with management software and Microsoft Office suite (Excel, Word, Outlook).
• Team spirit and collaboration
• Good communication skills
• Attention to detail, organizational skills and deadline management

Required Skills/Qualifications/Experience

Support the Account Managers and Commercial Channels in day-by-day activities linked to the new leasing requests.

Upload the new leasing requests into the IT system.