Florent Lago (promo 94) recherche actuellement un ou une stagiaire pour 6-8 mois, étudiant en BAC+ 3-5 disponible dès que possible. Vous pouvez le contacter via facebook.
Job Summary
Key Functions
Client Services
• Assist in coordinating production and delivery of monthly Report Cards to clients
• Assist in completing the Client Satisfaction Portal on a monthly basis
• Assist in preparation of Service Level Descriptions
• Update client data on Dashboard
• Assist in preparation of agendas and minutes for meetings
• Assist in the production of Administrator Reports with Operations in Board Meetings
• Assistance with delegated tasks/projects as required ensuring the adequate planning and timeframes are in place to manage the delivery to the client
New Business
• Assist in the preparation of project plans: standardising, formatting across the different type of clients / fund launches
• Follow up on legal documentation, reviewing documentation in place for existing funds and following up on fund launches
• Assist in the preparation of the minutes of the calls and follow up of action plans
• Work on New Business ad hoc reporting (weekly new business report...)
Experience Required
• University degree
• Fluent in English
• Knowledge of MS Word, Excel
• Highly organised, efficient and professional with close attention to detail
• Ability to communicate effectively, both verbally and in written form
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