File Manager for Tax Investments and Insurance
il y a 4 jours
Our client is all about achieving their mission: to be the best wealth advisor for liberal professionals and entrepreneurs. They strive to be proactive and tailored to their clients, building honest and long-term relationships.
They are looking for a driven, client-focused and communicatively strong case manager to join their tax investment team full-time.
Are you ready to handle administrative tasks from A to Z with a proactive attitude?
Moreover, do you get energy from contacts with clients, accountants, insurance companies and colleagues?
Then you might be the file manager we are looking for Read on and find out more about this challenging vacancy.
**Description**
As an Investment and Insurance File Manager, you are inquisitive, accurate and have strong communication skills. In this position, you can expect the following:
- You provide flawless administrative handling from A to Z of investment and insurance files. With your self-reliance, you always find the right solution
- As a pivotal figure between clients, colleagues and external partners, you ensure punctual follow-up and clear communication. By phone and in writing you explain files where necessary. Moreover, you act as a point of contact for colleagues from our offices in complex cases, so that clients experience the best possible service.
- You participate in temporary projects to improve our processes, write instructions and give training to new colleagues
- Through continuous training and information gathering, you ensure that your knowledge remains up-to-date. You then know how to convey technical material to colleagues and clients in a correct and accessible way
**Profile**
- You have a bachelor's degree or equivalent experience
- You already have a first work experience and interest in the economic and financial world
- A varied and challenging range of tasks is important to you, and you excel at administrative processing
- You are action-oriented and set the right priorities in your work quickly
- You are proactive in calling customers to gather additional information
- Strong communication skills come naturally to you, and you find it important to learn continuously
- You are a team player who always keeps the interest of the team in mind
- You have a very good knowledge of Dutch and a good knowledge of French
**Offer**
Thanks to your accuracy and follow-through, our investment and insurance files are handled correctly. For all that hard work, we offer appropriate rewards:
- A fixed salary with the possibility to use your 13th month through a Flexplan for bikelease, pension savings, internet, IT equipment,...
- Extra-legal benefits such as meal vouchers, bicycle allowance, extra vacations and bank holidays
- The latest iPhone with subscription
- Hospitalization, disability and group insurance - already from your first working day
- The opportunity to develop yourself and be part of a great team at the best employer in Belgium
- Possibility to work from home (maximum 50%) and ample flexibility
- Are we growing? Then you will reap the benefits thanks to our profit-sharing plan
- A tax-friendly collective bonus if eco-objectives are met in terms of CO2 emissions
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