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Kévin MarchandKM

Kévin Marchand

Administrative Assistant

€800/day
Montpellier, FR
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Kévin

Are you the owner of a VSE/SME, a firm, an agency, or are you self-employed, and administrative management is taking up time you should be dedicating to your business?
I will take care of your back office and your remote administrative processing, with the rigor of a professional who spent 12 years managing complex files in a banking environment (Crédit Agricole, BPCE).
What sets me apart: unlike a classic administrative assistant, my banking experience allows me to handle both generalist tasks and those with high financial or regulatory stakes – without any training time on your part.
What I concretely work on: managing emails and mail, CRM data entry, invoicing, reporting, tracking client files, follow-ups, preparing documents, archiving – but also setting up financing applications, verifying supporting documents, documentary compliance, and preparing audits.
Full Remote – Immediately Operational.
  • French

    Native or bilingual

  • English

    Fluent

  • Italian

    Basic

Remote only
Primarily works remotely

Experience

  • FI Courtage
    Mortgage and borrower insurance broker
    BANKING AND INSURANCE
    March 2025 - Today (1 year and 3 months)
    Montpellier, France
    My job is to find the best possible financing for my clients' life projects. Comparing banks, optimizing your application so as not to miss the best opportunities the market offers.
    After 12 years in banking, having both roles will help you speak the same language as the banking system and have all the transparency you deserve when you commit to 25 years for hundreds of thousands of euros.
    Financial analysis Feasibility study Financing search Commercial negotiation
  • OPEN MODAL
    Sales Assistant
    TRANSPORTATION
    July 2024 - June 2025 (11 months)
    Saint-Jean-de-Védas, France
    ▸ Development and management of client portfolios
    ▸ Market analysis and identification of commercial opportunities
    ▸ Optimization of prospect tracking processes and conversion rates
    Adaptability and flexibility Project management Communication Public and rail transport sales-excellence
  • BPCE Solution Client
    ADE Substitution Manager
    BANKING AND INSURANCE
    January 2024 - March 2024 (2 months)
    Montpellier, France
    ▸ Analysis of requests in compliance with CCSF criteria
    ▸ Identification of counter-offers to retain departing clients
    ▸ Regular audits of banking process compliance
    Banking compliance Property and casualty insurance

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Education

  • Bachelor's Degree in Banking and Insurance
    IUT Fabron
    2012
    Niveau Licence Banque Assurance
  • BTS in Management Assistance
    Lycée Estienne d'Orves
    2011
    BTS Assistant de Gestion

Certifications

  • IOBSP - IAS (Mortgage financing and Borrower Insurance Broker)
    VALORIALE Formation
    2024
    Mortgage financing Borrower insurance Financial analysis Commercial analysis Compliance

Skill set

Categories