Improve the operational performance of a financial back office

Mission

Our client is facing organizational changes and the objective is to help him maintain a high level of performance within the Finance department.

Client: Luxembourg life insurance company.

Actions

• Execution & control of class 23 subscriptions and redemptions.
• Calculation of the net asset value of dedicated funds.
• Monitoring of operations: account opening form, transfer of assets.
• Monitoring and payment of asset management fees.
• Capital investment.
• Liaise with other departments to facilitate communication (compliance, sales, back & middle office).

Technology: In-house software; Excel.

Education

“From the start, the priority has been to help the team absorb a heavy workload following numerous departures and to facilitate collaborative work through proactive communication with the various stakeholders.”