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Financial portfolio specialist

Konz
beBeeAdministrative
Inserat online seit: Veröffentlicht vor 13 Std.
Beschreibung

Job Opportunity at Fundamentals S.A.

We are seeking a skilled and dynamic Analyst to join our Central Operations Team. As an independent, specialized professional in the financial industry, you will be responsible for managing daily administrative and legal formalities for diverse and complex client portfolios. Your tasks will include coordinating daily administrative and legal formalities, managing incoming and outgoing correspondence, creating and updating client information databases, handling procedures related to bank account openings, acquisitions, board resolutions, official publications, and filings with the RCS, RBE, and LNIN, as well as managing notarial and private deeds, company incorporations, and liquidations. You will also assist with the registration and renewal of Legal Entity Identifier (LEI) codes, organize client company documentation, both electronically and physically, and set up and maintain compliance and legal files in line with regulatory requirements. Additionally, you will prepare payment instructions and liaise with banking partners, support the corporate team with day-to-day management of client files, and assist the onboarding team with AML/KYC processes. Your expertise will be invaluable in ensuring seamless operations and exceptional client service.


Responsibilities:

* Coordinate daily administrative and legal formalities for diverse and complex client portfolios
* Manage incoming and outgoing correspondence
* Create, update, and manage client information database
* Handle procedures related to bank account openings, acquisitions, board resolutions, official publications, and filings with the RCS, RBE, and LNIN
* Assist with the registration and renewal of Legal Entity Identifier (LEI) codes
* Organize client company documentation
* Set up and maintain compliance and legal files
* Prepare payment instructions and liaise with banking partners
* Support the corporate team with day-to-day management of client files


Requirements:

* Diploma in secretarial studies – law studies
* 2-3 years of professional experience in a similar role
* Fluent in English. Additional languages being an advantage
* Excellent written and verbal French communication skills
* Strong interpersonal skills (courtesy, discretion) and ease in communication (interpersonal and telephone)
* Proactive and initiative-driven
* High level of autonomy
* Organized and methodical approach
* Excellent command of MS Office (Word, Excel, PowerPoint, Outlook)
* Knowledge of Docusign
* Effective task prioritization and workload management

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