Maud Debrun Email & Phone Number

Toronto, Ontario, Canada

Région De Paris, France

• Assisted 2 Senior Bankers in their relations with clients and their prospecting new clients.• Implement and administer client contracts including life insurance and loans.• Processed daily financial operations including transfers, stock market orders.• Assisted with account management including resolving client problems efficiently and online banking troubleshooting.• Developed daily schedule and managed travel arrangement of Bankers.• Prepared documentation for the application of life insurance policies and opening of bank accounts. Assisted with the creation of new financial forms, ensuring accuracy of all data.• Co-ordinated with Communications Department and pro-actively participated in various conferences and events.• Greeting numerous clients including VIPs.• Helped successfully build relations following a company takeover, leading to the opening of 9 accounts with more than 30 million euros to manage.

Région De Paris, France

• Follow up on client operations including opening of accounts, buy-outs and mortgages.• Maintained and prepared customer correspondence including monthly portfolio statements and reports.• Performed detailed verification of invoices sent by Accounting.• Processed monthly fund reports to UCTIS companies for the collection of commissions.• Managing office schedule of the Director plus 5 bankers and making travel arrangements. • Branch administration and logistics. • Organisation of various events including golf competition, reception at the Swiss embassy, themed breakfasts and annual events.

Master'S Degree, Étude De La Communication Et Des Médias

Deug, Étude De La Communication Et Des Médias