Expert Retraite

Expert Retraite (F/H)

A leading Lyonnais audit and bespoke retirement consulting firm, specializing in meticulous expertise for business leaders, liberal professions, and expatriates, is seeking its next EXPERT RETRAITE (F/H). Reporting to the Managing Director, you will be responsible for managing the entire retirement expertise file for clients. **Your main missions:**

• Meticulously reconstruct clients' professional careers.
• Analyze and verify data registered by pension funds.
• Correct any irregularities.
• Research applicable regulations for the client's situation.
• Draft the summary report with recommendations.

**Qualifications:** Graduates with a Bac+4/5 in accounting and/or legal studies are encouraged to apply. You should be highly proficient in calculations and ideally possess prior experience in retirement expertise. Knowledge of the French retirement system is a plus. **Your profile:** Agile, curious, and committed, you will liaise with coordinators who manage client relations and follow up with pension funds to ensure successful case resolution. You will maintain regular, cross-functional communication with other team members. Dedicated and conscientious, you will significantly contribute to the continuous improvement of client service. We offer training in our culture and our innovative environment, prioritizing personal and professional development, to help us succeed in this exciting challenge together. To learn more, please submit your CV. **Key skills/competency:** Expert Retraite, Pension Fund Analysis, Career Reconstruction, Regulatory Research, Report Writing, Client Relations, Audit, Consulting, Legal Studies, Accounting.