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Jade S.JS

Jade S.

Administrative Assistant Finance & Graphic Design 💼📈

€250/day
Lyon, FR
3-7 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Jade

Administrative Assistant in Finance & Graphic Design – Optimization & Personalized Support 💼🎨

With 7 years of experience in the finance sector, in wealth management firms and management companies, I specialize in the administrative management of financial regulations. 📊 AMF certified, I have acquired comprehensive expertise in wealth management and tax optimization. 💡

As an expert in regulatory compliance (MiFID, PRIIPS), I ensure the adaptation and management of key processes, taking charge of essential tasks such as **engagement letters, DERs, risk profiles, and suitability reports**, while guaranteeing rigor and efficiency. ✅


Passionate about process optimization, I also put my expertise to work for website management, layout, and illustrations. I am also training in graphic design: logos, flyers, social media posts, 💻🎨
I am here to provide administrative and creative solutions, while ensuring compliance and fluidity in your activities.

Furthermore, I train myself daily with AI, convinced that it can be a great help in our daily lives and activities. 🤖💡

If you are looking for quality administrative support, combining organization, dynamism, and creativity, I am here to assist you! 🤝


  • French

    Native or bilingual

  • English

    Conversational

  • Spanish

    Basic

Remote only
Primarily works remotely

Experience

  • Pole patrimoine lyonnais
    Website Design and Development
    June 2022 - June 2022
    Conception, design, website implementation, creation of an optimal user experience compliant with regulatory requirements.

    https://www.polepatrimoinelyonnais.fr
  • Pôle Patrimoine Lyonnais
    Wealth Management Assistant
    September 2021 - August 2024 (2 years and 11 months)
    Lyon, France
    - Administrative management of client files in compliance with applicable financial regulations
    - Development and updating of regulatory documents such as engagement letters, DERs, and risk profiles
    - Drafting and monitoring of suitability reports in compliance with legal obligations
    - Regulatory monitoring and compliance of administrative processes according to legislative changes
    - Support in organizing and managing client appointments, ensuring compliance with current standards
  • API Capital
    Wealth Management Advisor Assistant
    BANKING AND INSURANCE
    November 2020 - September 2021 (10 months)
    Lyon, France
    Assistant to a Financial Investment Advisor

    Drafting a thesis on the regulatory obligations of a firm and a financial investment advisor

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Education

  • Master 2 (M2), gestion de patrimoine et marché immobilier
    INSEEC MSc & MBA
    2022
    Master 2 (M2), gestion de patrimoine et marché immobilier
  • Master, Gestion de patrimoine
    MBway
    2021
    Master, Gestion de patrimoine

Skill set

Categories