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Robert Walters
Client Administration OfficerRobert Walters • brussel, brussels, BE
Client Administration Officer

Client Administration Officer

Robert Walters • brussel, brussels, BE
13 dagen geleden
Functieomschrijving

A well-established and growing wealth management and investment advisory firm is looking for a Client Administration Officer to join its Brussels office. This position is ideal for an experienced administrative professional who enjoys working in a client-focused environment, combining executive support, client administration, and financial follow-up. You will work closely with one or several Client Relationship Managers and play a key role in ensuring excellent service delivery to clients. Your responsibilities as Client Administration Officer As a Client Administration Officer, you will provide comprehensive administrative support while ensuring a high level of service to both clients and internal stakeholders. Administrative & Executive Support Managing complex agendas and coordinating meetings Screening and handling calls, emails, and correspondence Welcoming clients and visitors Organizing meeting rooms and coordinating logistics Preparing presentations and administrative documentation Managing and maintaining client files and archives Ensuring smooth communication between clients, advisors, and internal teams Maintaining and updating client information in internal databases Client & Financial Administration Supporting the opening of bank accounts in coordination with Compliance Following up on investment-related administrative processes Processing and monitoring financial transactions and investment orders Preparing reports, dashboards, and administrative analyses Ensuring accurate and compliant client documentation Supporting advisors in the day-to-day management of client relationships Your profile as Client Administration Officer Bachelor in Office Management, Management Assistant, or equivalent experience Minimum 5 years of experience in a similar administrative support role Experience within a professional services environment (financial services, consulting, legal, wealth management, etc.) is a strong asset Excellent knowledge of Dutch, with a good command of French and English Strong administrative and organizational skills Affinity with numbers and financial environments Excellent communication and interpersonal skills Ability to manage multiple priorities and work independently Strong attention to detail and accuracy Service-oriented, proactive, and solution-driven mindset High level of discretion and professionalism Good knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) Experience with CRM systems or databases is an asset What's in it for you? The opportunity to join a prestigious and growing investment environment A varied role combining administration, client contact, and financial follow-up A collaborative and professional team culture Significant autonomy and responsibility Attract... Customer Relations, Service Delivery, Screening, Report Preparation, PowerPoint, Management, Customer Files, Bank Accounts, Correspondence, Dashboard, CRM systems, Service oriented, Office Support, Client Information, Proactivity, Investment, Analysis, MS Office Suite, Customer Relations, Consulting, Discreet, Meeting Room, Coordinate Meetings, Call Handling, Logistics, Archive, Client Management, Presentations, Attention to detail, Documentation, Communication, Office Management, Wealth Management, Asset, Solution Oriented, Greet customers, Coordination, ISA, System Databases, Multi Tasking, MS Outlook, Compliance, Management, Internal Database, Organization Skills, MS Excel, Administration, Service, Updates Originele vacature is te vinden op StepStone.be – Maak nu een Jobagent aan op StepStone en vind je droombaan! Vind gelijkaardige jobs, informatie over werkgevers en carrièretips op StepStone.be! Original job ad is published on StepStone.be - Set up a Jobagent at StepStone now and find your dream job! For similar jobs, information on employers and career tips visit StepStone.be! La version originale de cette offre d'emploi est disponible sur stepstone.be – Créez maintenant votre Job Agent sur StepStone et trouvez le job de vos rêves ! Trouvez des jobs similaires, des informations sur les employeurs qui recrutent et des conseils de carrière sur stepstone.be!

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Client Administration Officer • brussel, brussels, BE

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