Assistant/e de gestion sector bancaire F/A
View: 152
Update day: 26-03-2024
Category: Administrative / Clerical / Assistant Finance / Bank / Stock Officer Part-time
Industry:
Job type: Temps plein, Temps partiel
Job content
General duties include:
§ Creating client files in the server and CRM
§ Processing of applications – this includes checking, scanning, filing, emailing to the client and advisor and sending the application to the relevant provider and taking any Post to the post office
§ Ensuring receipt and forwarding of policy documents for each case that issues
§ Monitor relationships with existing customers through CRM systems
§ Daily management of the portfolios and daily relationship with the custodian banks
§ Creating PVs from all attended meetings
§ Various reporting (type and frequency to be determined)
§ Policy servicing tasks – change of addresses, change of payment methods, withdrawals, recording and following up on the back-office system.
§ Assisting the Directors with general support and administrative duties
§ Ensuring company and product literature, stationery and ink cartridges are ordered in duly time from providers and suppliers.
§ Follow-up of supplier’s invoices (booking, approval, etc.)
§ Meeting room calendar – updating the calendar with pre-booked meeting
§ Welcome clients, offering drinks and settling them in on arrival
§ Translation English/French
Type d’emploi : Temps plein, Temps partiel
Horaires :
- Du Lundi au Vendredi
Télétravail:
- Non
Deadline: 10-05-2024
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