Freelancer profile translated to English.

Description

Administrative and commercial assistant, I support VSEs, SMEs, freelancers and liberal professions from all sectors in managing their administrative and commercial tasks.

My background in the financial, banking, and wealth management sectors also allows me to work in environments that are demanding in terms of compliance, regulatory monitoring, and complex file management.

I intervene in particular on:

*Routine administrative management (emails, calendars, files, filing, correspondence)

*Commercial management (quotes, invoices, follow-ups, client and prospect monitoring)

*CRM piloting, databases, reporting, and dashboards

*Project coordination (schedules, meeting minutes, action tracking, contracts)

*Creation and formatting of documents, presentations, and internal materials

*Rapid adoption of your tools: Google Workspace, Microsoft 365, Notion, MailChimp, O2S...

Accustomed to demanding environments, I bring rigor, responsiveness, and discretion, and I quickly adapt to your tools and working methods without any learning curve.

With excellent interpersonal skills, I am comfortable interacting with your clients, prospects, suppliers, and partners, whether by phone, in person, or in writing.

I look forward to discussing your project with you!

I am available for one-off or regular assignments, in person (Paris, Lille, and surrounding areas) or remotely.

Industry field of expertise

Languages

French
Native or bilingual
English
Conversational
Spanish
Basic

Workplace preferences

Can work on-site

Paris (up to 50km), Lille (up to 10km), Amiens (up to 50km), Abbeville (up to 50km), Doullens (up to 50km)

Platinium Gestion
Administrative and Commercial Assistant
BANKING AND INSURANCE
August 2021 - June 2026 (4 years and 10 months)
Paris 08 Élysée, France
Follow-up and loyalty of a wealth management clientele.
Administrative management and updating of client files in internal CRM tools and databases.
Preparation, processing, and follow-up of subscriptions for life insurance, capitalization, PER, securities, PEA, and other investment solutions.
Analysis of clients' financial and asset situation, and objectives.
Preparation and organization of client meetings and participation in commercial follow-up.
Support for advisors in implementing wealth management strategies.
Creation and monitoring of commercial campaigns and loyalty actions.
Coordination with insurance companies, custodian banks, and financial partners.
Monitoring of client operations: payments, redemptions, exchanges, and regulatory updates.
Ensuring compliance with regulatory obligations and client file compliance.
CRM / Client follow-up Administrative management Commercial assistance Partner relationship management Customer loyalty
SwissLife
Commercial Insurance Advisor
BANKING AND INSURANCE
November 2020 - August 2021 (9 months)
Amiens, France
Management and development of a client portfolio.
Telephone prospecting and customer loyalty.
Processing and follow-up of files: subscription, contractual changes, and client support.
Needs analysis and personalized advice on insurance and protection.
Risk assessment and expertise to propose suitable solutions.
Commercial follow-up and development of long-term client relationships.
CRM / Client follow-up Commercial management Customer loyalty Telephone prospecting Client needs analysis
SNCF (Service Accès Plus)
Commercial Advisor
January 2020 - October 2020 (9 months)
Amiens, France
Implementation and coordination of an assistance service for travelers with disabilities or reduced mobility.
Sales and ticket management for train travel.
Centralization, monitoring, and resolution of issues encountered by travelers.
Liaison between travelers and the various services concerned to ensure the quality of care.