Freelancer profile translated to English.
Back to original languageAbout Sylvaine
With nearly 20 years of experience in wealth management, I have developed strong organizational and self-management skills.
The role of volunteer administrator for the GIE for 7 years, working with independent professionals, allowed me to understand the challenges faced by business owners in managing their practices.
It is not always easy for small structures to hire a full-time employee, both financially and in terms of organization. This often requires extensive training that a sole manager cannot afford to undertake at the expense of their core business.
I am available to discuss the challenges you are facing and the solutions I can offer as an independent assistant.
French
Native or bilingual
English
Conversational
Remote only
Primarily works remotely
Experience
- Sylvaine BelloniIndependent assistantBANKING AND INSURANCEMarch 2023 - Today (3 years and 5 months)Administrative & Accounting AssistanceCommercial AssistanceDedicated Assistance for Wealth Management Firms (Independent Financial Advisors, Brokers...)Real Estate Assistant
- PatrimocapBack-office Manager & Volunteer AdministratorBANKING AND INSURANCEJanuary 2013 - February 2023 (10 years and 1 month)Paris, France- Administrative, accounting, and commercial assistance for the group.- Assistance, reception, and support for Independent Financial Advisors.- Organization of group seminars & events.- Complete Back and Middle office management for members.- Implementation of organizational and marketing tools (social media, cloud management).- Website management (Creation of specifications, content creation, updates...).- Social media management (LinkedIn, Facebook, Twitter...).
- Ycap ServicesReal Estate & Insurance Middle Office ManagerBANKING AND INSURANCEMarch 2011 - January 2013 (1 year and 10 months)Paris, France- Management of the back-office for Insurance, Real Estate, SCPI, and Industrial Girardin investments: reception, verification, processing, follow-up with advisors, file tracking with the provider, review and verification of addendums, follow-up and corrections with providers, data entry in the system, negotiation of waivers...- Switchboard and direct line, mail sorting, filing.
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Education
- BTS Assistant Manager for SMEs/PMIs, ManagementIMAGE Training Center2008BTS Assistante de gestion PME PMI, gestion
- DEUG, LawPanthéon Sorbonne University (Paris I)2006Deug, Droit
Skill set
Categories
- Other