Join a dynamic team as a Portfolio Management Assistant! In this key role, you'll be the primary contact for customers on all their administrative matters, while working alongside portfolio managers. You'll manage bank accounts and contribute to data integrity in our CRM.
If you are proactive, organized and fluent in Dutch or French, with a good knowledge of English, this is the job for you. Enjoy attractive conditions, including a competitive salary and fringe benefits. Apply now and take part in rewarding customer events!
Description
* You will be the client's main point of contact for all administrative matters, in collaboration with the portfolio/client managers;
* You ensure rigorous monitoring of customer files and KYC/AML procedures;
* You manage the opening and closing of bank accounts and stock market instructions in coordination with our external partners;
* You actively contribute to maintaining data quality in our CRM and participate in sending personalized communications;
* You will play a key role in organizing customer visits, preparing reports and ensuring the correct application of our investment policy;
* You will have the opportunity to take part in customer events and meetings, fully embodying the company's DNA and values.
Profile
* Native Dutch or French speaker with a good command of the other language, and at least an intermediate level of English;
* At least 5 to 15 years' experience in finance or accounting;
* Strong knowledge or interest in financial services and markets;
* Demonstrates proactivity and efficiency in accomplishing daily tasks while being able to juggle multiple responsibilities;
* Is at ease with digital systems, particularly those related to data management or stock market order placement;
* Ensures that data processing and verification are carried out with the utmost care;
* Adopts a customer-oriented approach, being attentive and communicative both by telephone and in meetings;
* Demonstrates autonomy and excellent organizational skills to effectively manage responsibilities, setting clear priorities;
* You have experience with MSFT tools (Word, Excel, PowerPoint, Teams) and CRM databases;
* You have a calm nature, are resistant to stress and can manage several tasks simultaneously under tight deadlines.
Offer
* Salary according to experience;
* Various fringe benefits such as: Net expenses, meal vouchers;
* Bonus;
* Vacation days: 20 + 12 (RTT);
* 2 teleworking days after integration.