Financial Admin Specialist: Client & Portfolio Support

Axis Group - HR Advisor; Waterloo; Sur place; EUR 32 000 - 45 000; Plein temps

Résumé du poste

Axis Group in Belgium is seeking an Administrative Assistant to support partners in day-to-day activities, manage client files, and prepare proposals and documents for life insurance and investment portfolios.

The role rewards autonomy, meticulous attention to detail, and discretion, with a focus on confidential information handling and excellent service as you coordinate with insurers, banks, notaries and external partners.

Qualifications

• Some experience in an administrative role, ideally in the financial sectors.
• Organized, detail-oriented, and able to multitask.
• Independent, proactive, discreet, and able to handle confidential information.
• Excellent customer service and communication skills.
• French fluency; Dutch a plus.

Responsabilités

• Prepare and follow up on proposals and administrative documents.
• Manage, organize, and update client files.
• Prepare documents related to life insurance and investment portfolios.
• Follow up on administrative requests and coordinate information with various contacts.
• Collaborate with external partners (insurers, financial institutions, notaries).
• Support partners in day-to-day operations and prioritizing tasks.
• Ensure information is handled with utmost care and confidentiality.

Connaissances

French fluency

Communication skills

Organized

Detail-oriented

Independent

Discreet

Multitasking

Dutch knowledge

Outils

MS Office

Description du poste

Axis Group in Belgium is seeking an Administrative Assistant to support partners in day-to-day activities, manage client files, and prepare proposals and documents for life insurance and investment portfolios.

The role rewards autonomy, meticulous attention to detail, and discretion, with a focus on confidential information handling and excellent service as you coordinate with insurers, banks, notaries and external partners.