Freelancer profile translated to English.

Description

“Simplify your procedures, secure your files, free up your time.”

Based near Toulouse, Adnota supports professionals and individuals in managing their most demanding formalities. With a degree in Private Law, I bring legal rigor and methodological precision to every file I handle.

For Professionals (Craftsmen, VSEs, Legal Professions): Optimize your management to focus on your core business.

- Legal Support: Audio transcription of reports, statements, and judgments with perfect mastery of technical vocabulary.

- Administrative Management: Invoicing, overdue payment reminders, and pre-accounting organization.

- Compliance: Audit of supporting documents, structured digital filing, and archiving.

For Individuals (Seniors, Families, Working Professionals): Regain control of your procedures during key moments in your life.

- Complex Files: Assistance with the preparation and follow-up of files for Retirement, Succession, Disability (MDPH), or the compilation of your financing applications (without financial advice).

- Document Audit: Verification of the completeness and validity of your documents before transmission to official bodies.

- Digital Inclusion: Educational support for creating and securely managing your online accounts (Ameli, Taxes, FranceConnect).

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Castanet-Tolosan (up to 30km)

Adnota
Administrative Assistant
CONSULTING AND AUDITS
February 2026 - Today (4 months)
Castanet-Tolosan, France
For Businesses & Liberal Professions
Legal Support: audio transcription (reports, statements), typing of judgments and formatting of contracts.
Operational Management: invoicing, overdue payment reminders, pre-accounting organization, and file indexing.

For Individuals & Life Events
Strategic Support: assistance in preparing retirement, succession, disability (MDPH) files, or mortgage applications.
Digital Inclusion: creation and securing of your online accounts (Ameli, Taxes, Banks) and setting up digital safes.
Needs Analysis Administrative Assistance Organizational Skills Personalized Support Client Relations
SG Courtois
Premium Advisor
BANKING AND INSURANCE
December 2024 - Today (1 year and 6 months)
Ramonville-Saint-Agne, France
Compliance & Risk Management: rigorous analysis of supporting documents (tax, accounting, and civil) during client onboarding and file updates (KYC). Proactive anomaly detection to ensure the legal security of operations.
Financing File Management: administrative instruction and complete preparation of loan applications. Meticulous follow-up of each step, from document collection to offer signature and effective fund disbursement.
Administrative File Optimization: indexing, digitization, and structured organization of digital files to facilitate analysis by deployment teams and reduce processing times.
Solvency Analysis & Complex Documents: in-depth study of tax returns, financial statements (for professional/similar clients), and bank statements to validate the coherence and administrative viability of projects.
Regulatory Rigor (AML-CFT Law): strict application of anti-money laundering and counter-terrorism financing procedures through meticulous control of the origin of funds and the compliance of supporting documents.
Administrative Management Client Relations Organizational Skills Needs Assessment Risk Analysis
SG Courtois
Essential Advisor
BANKING AND INSURANCE
January 2024 - December 2024 (11 months)
Toulouse, France
Compliance & Risk Management: rigorous analysis of supporting documents (tax, accounting, and civil) during client onboarding and file updates (KYC). Proactive anomaly detection to ensure the legal security of operations.
Financing File Management: administrative instruction and complete preparation of loan applications. Meticulous follow-up of each step, from document collection to offer signature and effective fund disbursement.
Administrative File Optimization: indexing, digitization, and structured organization of digital files to facilitate analysis by deployment teams and reduce processing times.
Solvency Analysis & Complex Documents: in-depth study of tax returns, financial statements (for professional/similar clients), and bank statements to validate the coherence and administrative viability of projects.
Regulatory Rigor (AML-CFT Law): strict application of anti-money laundering and counter-terrorism financing procedures through meticulous control of the origin of funds and the compliance of supporting documents.
Administrative Management Risk Analysis Organizational Skills Client Relations Needs Assessment