Freelancer profile translated to English.

Description

Independent remote administrative assistant, I support professionals in lightening their administrative burden and regaining peace of mind on a daily basis.

My experience in banking and insurance allows me to work with rigor, method, and confidentiality, while giving an essential place to human relationships.

Organized and responsive, I adapt to your needs and your way of working.

My goal: to be a reliable and trustworthy support in everyday life.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Crédit Mutuel
Customer Advisor
BANKING AND INSURANCE
September 2016 - January 2023 (6 years and 4 months)
Aucamville, France
Customer portfolio management and development
Financial analysis and risk management
Marketing of banking products and services
Compliance with standards and procedures
Updating customer files
Regulatory compliance
Referent for telephony and youth market
ATM transaction management and monitoring
Back-office administrative operations
Commercial Management Administrative Management Discretion and Confidentiality Financial Analysis Regulatory Compliance
Cabinet de courtage en assurances
Administrative and Commercial Assistant
BANKING AND INSURANCE
January 2023 - April 2025 (2 years and 3 months)
Sarlat-la-Canéda, France
Customer relationship management
Preparation of commercial offers and quotes
Contract subscription
Updating customer files, compliance
Monitoring requests with partners
Carrying out pre-accounting operations
Management of unpaid invoices, customer reminders
Filing and archiving administrative documents
Administrative Management File Tracking Pre-accounting Compliance Commercial Management
ADMR
Part-time Association Secretary
CIVIC AND SOCIAL ORGANIZATIONS
May 2025 - Today (1 year and 1 month)
Intervention planning
Service monitoring, partner contact
HR management support, team management