• Management of a team of about 15 people. • Responsible for all tasks related to the department, as well as the client database. • Participation in decision-making committees for account openings, anti-money laundering committees and remediation committee.• Strong involvement in the platform transformation project (Avaloq - S2i).• All projects concerning client data such as the implementation of E-Banking, CRS, Tax Compliance. • LSFIN, TCF, development and improvement of our tools (Avaloq, Olympic, BankDMS) etc. • Management of legal documentation and dissemination to business managers and on the bank's intranet platform. • Supervisory controls covering all subjects of the department. • Analysis of account opening documents in accordance with the regulations in force (CDB, OBA, LBA, FINMA, IRS, CRS).• Quality control of Periodic Reviews.• Opening of accounts in the various systems.• Analysis of documents relating to changes in circumstances (mutations) and their coding.• Analysis and coding of tax documentation (FATCA, CRS, TCF).• Management of account closures. • Updating of procedures and operating modes. • Management of cash and client safes. • Management of account blocking and dormant accounts. • Management of contracts and e-banking access. • Management of mail addresses, mail dispatches and returns.• Management of inheritance files.• Handles all incoming mail, such as correspondence, transfers and account opening documents. • Management of the counter, telephone calls, e-mails, signature checks, printing of documents, legal research, etc. • Management of document scanning, filing and archiving of customer documentation, as well as the archives of all the bank's departments.

• Support in the implementation of the new Avaloq banking system and new processes. • Strong involvement in data migration projects following the recent acquisition of a bank. • Management of a team of around ten people. • Implementation of an operational excellence and KPI project. • Management of the tool for managing addresses and sending documents to clients, as well as all mutations related to address changes and sending documents to clients. • Coding of transfers and account opening documents. • Account closures. • Management of account blocks and dormant accounts. • Management of e-banking access. • Organisation and management of all incoming mail, such as correspondence, transfers and account opening documents. • Management of the counter, telephone calls, e-mails, signature checks, printing of documents, legal research, etc. • Organisation and management of document scanning, filing and archiving.

• Analysis and evaluation of database systems for archives management.• Streamlining of business processes.• Management of the archiving team.• Management of documents and physical archives.• Management of external service providers.

• Physical archive management on a day to day basis, as well as implementation of an electronic archive management database. • Implementation of an electronic document management system at the bank's headquarter as well as its foreign branch offices. Benefits included uniform document management standards, improved document security and highly efficient document sharing between remote offices. • Creation of an electronic legal library to bring rapid legal data and document access to the legal departments of the bank. • Publication and management of legal client documents internally and via the bank's e-banking website. Benefits included improved client satisfaction and internal day-to-day efficiency between departments in the bank. • Elaboration of a Records Management strategy and vision for the bank over the short, medium and long term. • Responsible for motivating, managing and organizing on a daily basis a back-office operational scanning and archive team to provide precise and reliable archive services to the entire bank headquarter in Geneva. • Business requirements analysis in the document management domain, followed by planning and project execution to implement sophisticated and efficient information management systems.

• Implemented a professional documentation centre for the partners of the bank, including professional database application implementation.• Processed all electronic documents and stored them in database environment to facilitate search and retrieval. • Classification of all documents in order to reflect the organisational set-up of the bank. • Extensive research work on different topics to deliver aggregated reports on key information. • Reliably provide and organise all documents for the Senior Partner’s meetings. • Editor of the internal staff publication.