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Lea Da CunhaLD

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Freelancer profile translated to English.
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About Lea

Working as an administrative assistant within a family office for 5 years and with a demanding clientele, I now wish to offer my services as an independent professional to individuals and businesses in order to diversify my experience and skills.
  • Portuguese

    Native or bilingual

  • French

    Native or bilingual

  • Spanish

    Conversational

  • English

    Basic

Remote only
Primarily works remotely

Experience

  • Ad hoc Partners
    Administrative Assistant within a Family Office
    September 2019 - Today (6 years and 9 months)
    Collect, sort, process, and respond to client correspondence. Ensure follow-up of clients' personal budgets and assets. Act as the interface with various service providers (financial institutions, notaries, lawyers, life insurance companies). Ensure rental management of properties. Manage clients' domestic employees (setting up contracts, contract termination, preparing payslips...). Manage tax declarations.
  • Caixa geral de Depositos
    Client Relationship Manager in Banking
    May 2019 - July 2019 (3 months)
    Welcome and assist clients at the reception desk. Process bank transfers, check deposits, and other routine transactions. Handle phone calls and schedule appointments.
  • CMS Francis Lefebvre
    Accounting Assistant
    July 2017 - August 2017 (1 month)
    Student job - July to August 2017
    Enter accounting entries. Budget monitoring and client follow-up. Enter and check invoices and expense reports.

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Education

  • Bachelor in Wealth Management and Insurance
    IFPASS
    2020
    Bachelor en gestion du patrimoine et assurance
  • BTS in Accounting and Management
    Lycée Paul Langevin
    2018
    BTS Comptabilité et gestion

Skill set

Categories