Nassera Meziati

As a bank and insurance advisor, I provided comprehensive support to individual and professional clients, with a strong administrative, organizational, and relational dimension.

My responsibilities included:

– Long-term management and follow-up of a client portfolio

– Analysis of financial and insurance needs

– Setup, management, and follow-up of files (loans, insurance, savings)

– Execution of routine banking operations and administrative follow-up

– Organization, updating, and control of sensitive documents

– Application of compliance and risk assessment procedures

– Advice on budget management and employee benefits

– Client satisfaction follow-up and request coordination

– Activity reporting and monitoring

This experience in a structured banking environment allowed me to develop great rigor, impeccable organization, and the ability to manage multiple files simultaneously with reliability, confidentiality, and autonomy.

As an independent financial advisor, I assisted individuals with the complete management of their financial files, from needs analysis to administrative follow-up.

My missions included:

– End-to-end client file management and follow-up

– Preparation, explanation, and management of insurance contracts

– Organization and updating of administrative documents

– Client follow-up, reminders, and coordination of procedures

– Daily use of IT tools and CRM

This experience allowed me to develop rigorous organization, a keen eye for detail, and a professional and structured customer relationship, entirely remotely or autonomously.

As an administrative assistant in the housing department, I handled the complete administrative management of housing-related files, within an institutional framework requiring rigor, confidentiality, and strict adherence to procedures.

My main responsibilities included:

– Reception, encoding, and administrative follow-up of aid applications (rental guarantees, energy grants, rehousing, etc.)

– End-to-end creation and management of housing files

– Drafting of administrative letters, certificates, memos, and reports

– Management of schedules and appointment booking for the department

– Updating internal databases, digital filing, and Excel spreadsheets

– Collaboration with social workers, legal departments, and external partners

– Informing users about existing rights, procedures, and aid

– Administrative follow-up of rental situations (leases, payment delays, renewals)

– Strict application of internal procedures, deadlines, and confidentiality

This role allowed me to develop methodical organization, great autonomy, and the ability to manage multiple sensitive files simultaneously, in a structured and regulated environment.