Asset Management Assistant
Join a dynamic company as an Asset Management Assistant and become the preferred point of contact for customers! You'll have the chance to work closely with portfolio managers while following KYC/AML procedures and managing bank accounts. Your ability to maintain accurate data in the CRM and organize customer events will make all the difference. In addition to a competitive salary, enjoy fringe benefits, generous days off and the flexibility of teleworking. Don't miss out on this exciting opportunity and apply now!
Description
- You will be the client's main point of contact for all administrative matters, in collaboration with the portfolio/client managers;
- You ensure rigorous monitoring of customer files and KYC/AML procedures;
- You manage the opening and closing of bank accounts and stock market instructions in coordination with our external partners;
- You actively contribute to maintaining data quality in our CRM and participate in sending personalized communications;
- You will play a key role in organizing customer visits, preparing reports and ensuring the correct application of our investment policy;
- You will have the opportunity to take part in customer events and meetings, fully embodying the company's DNA and values.
Your profile
- Native Dutch or French speaker with a good command of the other language, and at least an intermediate level of English;
- At least 5 to 15 years' experience in finance or accounting;
- Strong knowledge or interest in financial services and markets;
- Demonstrates proactivity and efficiency in accomplishing daily tasks while being able to juggle multiple responsibilities;
- Is comfortable with digital systems, particularly those related to data management or stock market order placement;
- Ensures that data processing and verification are carried out with the utmost care;
- Adopts a customer-oriented approach, being attentive and communicative both by telephone and in meetings;
- Demonstrates autonomy and excellent organizational skills to effectively manage responsibilities, setting clear priorities;
- You have experience with MSFT tools (Word, Excel, PowerPoint, Teams) and CRM databases;
- You have a calm nature, are resistant to stress and can manage several tasks simultaneously under tight deadlines.
Offer
- Monthly salary indication: € 3501 - € 4500
- Salary according to experience;
- Various fringe benefits such as: Net expenses, meal vouchers;
- Bonus;
- Vacation days: 20 + 12 (RTT);
- 2 teleworking days after integration.