About the Role
We are seeking a highly organized and proactive Portfolio Management Assistant to join our team. As the primary contact for customers, you will be responsible for managing their administrative matters, working closely with portfolio managers, and ensuring rigorous monitoring of customer files and KYC/AML procedures.
Key Responsibilities
* You will manage the opening and closing of bank accounts and stock market instructions in coordination with our external partners.
* You will 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 our company's DNA and values.
Requirements
* You should be a native Dutch or French speaker with a good command of the other language and at least an intermediate level of English.
* You should have at least 5 to 15 years' experience in finance or accounting.
* You should have strong knowledge or interest in financial services and markets.
* You should be able to demonstrate proactivity and efficiency in accomplishing daily tasks while being able to juggle multiple responsibilities.
* You should be comfortable using digital systems, particularly those related to data management or stock market order placement.
* You should ensure that data processing and verification are carried out with the utmost care.
* You should adopt a customer-oriented approach, being attentive and communicative both by telephone and in meetings.
* You should demonstrate autonomy and excellent organizational skills to effectively manage responsibilities, setting clear priorities.
* You should have experience with MSFT tools (Word, Excel, PowerPoint, Teams) and CRM databases.
* You should have a calm nature, be resistant to stress, and be able to manage several tasks simultaneously under tight deadlines.
About the Benefits
* You will receive a salary according to your experience.
* You will enjoy various fringe benefits, including net expenses, meal vouchers, bonus, vacation days: 20 + 12 (RTT), and 2 teleworking days after integration.