About Julie
French
Native or bilingual
English
Conversational
Experience
- Banque de SavoieCustomer Advisor for IndividualsBANKING AND INSURANCESeptember 2023 - May 2024 (8 months)The position of customer advisor for individuals requires great discretion and is subject to professional secrecy.I managed a portfolio of wealthy clients as well as clients in financial difficulty.
- JH AssistanteAdministrative, Accounting, and Personal SecretarySeptember 2022 - Today (3 years and 11 months)BUSINESS SERVICES- Administrative AssistanceDocument and Correspondence ManagementAdministrative and Organizational ManagementProject MonitoringClient Relationship Management- Accounting AssistanceFinancial Transaction ManagementInvoice ManagementAccount MonitoringPreparation of Accounting DocumentsSupport for Tax FilingsPayroll ManagementAdministrative SupportCompliance with Accounting Standards- HR Management AssistanceRecruitment and OnboardingContract and Labor Relations ManagementPersonnel AdministrationPayroll and Benefits ManagementTraining and DevelopmentInternal Communication and RelationsProblem and Conflict Management- Personal AssistanceSchedule and Appointment ManagementCommunication ManagementOrganization and Coordination
- PROMOJAYAdministrative and Accounting SecretaryREAL ESTATEAugust 2019 - July 2023 (4 years)Saint-Martin-de-Belleville, 73440 Les Belleville, FrancePre-accounting:- Entry of accounting data such as customer and supplier invoices,- Issuance of customer invoices;- Relationship with the accounting firm.Administrative:- Mail management and drafting,- coordination between the company's different departments.Human Resources:- Management of employee absences,- Management of savings accounts (PEE, PERCO),- Relationship with the accounting firm.Operational Part:- Management of administrative and accounting follow-up of works,- Issuance of progress invoicing,- Accounting relations with companies.Property Management:- Administrative and accounting management of a portfolio of 15 apartments for seasonal rental,- Logistics management,- relationship with various sales providers.
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Education
- Bachelor's Degree in Real Estate Business Management, Real EstateEcoris2015Licence Chargé d'affaires en immobilier, Immobilier
- BTS MUC, CommerceEcoris Chambéry2014BTS MUC, Commerce