Asset manager
Function
As Asset Dossier Manager, you are the lynchpin behind well-organised client files. You ensure that everything runs smoothly, from administrative follow-up to preparations for important client appointments. You are hands-on, accurate and always alert to details, so that both clients and colleagues trust your support.
Tasks:
- Management of client files and follow-up of contracts, wills and administrative documents
- Agenda management and preparing appointments for by colleagues
- Preparation of basic reports, investment statements and periodic updates
- Support emails and correspondence with customers and external partners
- Actively follow up on deadlines and schedule follow-up calls
- Critically monitor and optimise processes where possible
- First point of contact for customers and external relations, both by phone and e-mail
Profile
We are looking for someone who brings structure and keeps an overview, without losing sight of the human aspect.
You recognise yourself (largely) in the following:
- Hands-on and versatile: you tackle a variety of tasks with precision
- Accurate and structured, with an eye for detail
- Proactive, critical and solution-oriented
- Customer-friendly and communicative skills, written and oral
- Reliable, discrete and professional in handling confidential information
- Team player who enjoys contributing to joint successes
- Multitasker who derives energy from variety and responsibility
- School leaver interested in financial services is welcome
If some of the above are outside your area of expertise and you’re unsure whether to apply, don’t let that put you off – please get in touch with us to discuss this further at finance.aalst@ctrl-f.be or on +32 9 240 99 60.
Organisation
You will join a dynamic team that works closely together to ensure quality and customer satisfaction. You are the organisational heart that manages files and appointments flawlessly.
At CTRL-F Finance, we create daily connections between finance professionals and challenging positions in various sectors. Our extensive network includes offices, companies and most importantly, talented individuals. Our approach is both professional and personal, fully focused on the candidate. As we focus entirely on financial positions, we currently have an abundance of opportunities. Do not hesitate to contact us if you are interested. We are ready to discuss all options with you and work together to find the perfect job for you!
Offer
You will end up in a role where you can really make a difference to both customers and colleagues.
We offer, among other things:
- A challenging position with visible impact
- Full-time employment (4/5ths negotiable)
- Competitive salary package with fringe benefits
- Gliding working hours and attention to work-life balance
- Mentoring at your start to smoothly land in your role
- Training opportunities, internal training and coaching
- Space for professional and personal growth
Diversity and inclusion are important to CTRL-F.
Whoever, whatever or however you are or what you stand for, it is your talents that make the difference.
Still have questions?
Yulia Epina is happy to help you!
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Veelgestelde vragen over deze vacature
Wat is het salaris voor deze job?
€ 2,800 - € 4,500 gross/month
Waar is deze job gelegen?
Aalst, East Flanders, Belgium
Welk type contract is dit?
Indefinite time
Hoeveel uren per week werk je in deze functie?
39.5 h/week
Met wie kan ik contact opnemen over deze vacature?
Kantoor: Finance Aalst
E-mail: yulia.epina@ctrl-f.be
Telefoon: 09 240 99 60