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Beatrice BuybernardBB

Beatrice Buybernard

Digital Assistant

€130/day
Tignieu, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Beatrice

With over 30 years of experience in the banking sector, I have supported numerous entrepreneurs and SMEs in managing their business.

Today, I put this expertise at the service of those who wish to free themselves from administrative tasks to focus on their core business.

🔹 My role: to help you save time, organize yourself better, and lighten your mental load.
🔹 My goal: to become your trusted right-hand person, for smooth and stress-free management of your business.

I offer personalized support, remotely or on-site depending on needs, focusing on:

✅ Administrative management (quotes, invoices, client follow-up, reminders, filing)
✅ Organization and planning (calendar, coordination, document preparation)
✅ Customer relationship support and file management.

📍 Based in Chavanoz, I also work remotely for greater flexibility.

Reliable, structured, and discreet, I am committed to building a lasting and effective collaboration with my clients.
  • French

    Native or bilingual

Can work on-site
Tignieu (up to 15km)

Experience

  • Boucherie BUY
    Digital Assistant
    September 2022 - Today (3 years and 9 months)
    Meyzieux, France
    - Administrative management and client file follow-up
    - Creation and updating of professional documents (invoices, quotes, tracking spreadsheets)
    - Organization and planning (calendars, meetings, deadlines)
    - Administrative support for tradespeople, freelancers, and VSEs
    - Remote collaboration via digital tools (Google Workspace, Zoom, Drive, etc.)
    Administrative Assistance Customer Service Communication Consulting Project Management
  • Groupe Crédit Mutuel
    Account Manager (Individual / Professional)
    January 2013 - January 2022 (9 years)
    Management of individual and professional client portfolios
    Mortgage, consumer, and business loans
    Organization of meetings for professionals

    Support for entrepreneurs and SMEs
    - Analysis and monitoring of business financial management
    - Development of a lasting trusting relationship
    - Recognized skills in rigor, organization, and customer service
    Customer Service Banking Advice Project Management Administrative Assistance
  • Lyonnaise de banque/Crédit mutuel
    Account Manager (Individual and Professional)
    January 1995 - January 2013 (18 years)
    Lyon, France
    Customer relations for individuals and professionals: setting up consumer loans, mortgages, business loans.
    Offering investment products and insurance.
    Organizing meetings for professionals and associations.

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Education

  • Ecole pré-bancaire
    CFPB
    1996
    BP banque Ecole pré-bancaire
  • European diploma in commercial studies, BTS communication and advertising
    INSTITUT PITIOT -
    1993
    Diplome européen d'etudes commerciales BTS communication et publicité

Skill set

Categories

  • Other