About Lea
Portuguese
Native or bilingual
French
Native or bilingual
Spanish
Conversational
English
Basic
Experience
- Ad hoc PartnersAdministrative Assistant within a Family OfficeSeptember 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 DepositosClient Relationship Manager in BankingMay 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 LefebvreAccounting AssistantJuly 2017 - August 2017 (1 month)Student job - July to August 2017Enter accounting entries. Budget monitoring and client follow-up. Enter and check invoices and expense reports.
Recommendations
Be the first to recommend Lea
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- Bachelor in Wealth Management and InsuranceIFPASS2020Bachelor en gestion du patrimoine et assurance
- BTS in Accounting and ManagementLycée Paul Langevin2018BTS Comptabilité et gestion