Client Administration Officer (CAO)

Updated: May 07, 2024 06:55 PM GMT

TreeTop Private

Brussels

Belgium – Brussels Office

Job Title: Client Administration Officer

Office: Brussels

Reports to: Office manager

Position Status: Full-time

Client Administration Officer

Function:

To provide comprehensive administrative support to Client Relationships Managers (also called Senior Financial Advisor or Private Wealth Manager). To leverage the CRM’s time and to successfully service TreeTop clients, this in cooperation/coordination with the other CAO’s and support staff.

The duties and responsibilities are not exhaustively listed below and the support could evolve to two or three Client Relationships Managers.

Essential Duties and Responsibilities:

Administration and secretarial responsibilities

· Managing calendar with an understanding of business priorities to offer alternatives, tradeoffs and

consideration of the most efficient use of CRM’s time.

· Managing and screening all calls and mail,

· Developing working relationships with clients, other CRM’s and other members of... More Detail