Sandra Henriksen

- Provide administrative support in terms of distribution and account opening process - Maintain and keep up to date all client data in the portfolio management and CRM software - Manage/open securities and monitor all daily transactions - Adjust portfolios each end-of-quarter and assist calculating the management fees - Back up the portfolio manager (administration, trades, bandwidth control, etc.) in case of absence - Take care and carry out various and general administrative duties

- Assist a team of relationship manager in the day-to-day work servicing clients and handling administrative issues, ensure efficient and prompt handling of orders, trades, transactions, payments, routine correspondence etc., monitor the daily account movements, incl. daily cash management of portfolios, as well as any investment maturities, etc.

Provide independent and pro-active support to Relationship Manager and/or team in all administrative matters and back up in case of absence (including client meetings), maintain basic client contacts (alternate contact person for all non-investment-advice based requests) and independent handling of routine correspondenc, initiate and input transaction and payment orders based on client instructions, follow up settlements and confirm execution in respect of sales and dealing regulations, etc.

Provide administrative support to Relationship Manager with regard to daily business and back up in case of absence (including client meetings), independent handling of client inquiries, instructions and all other general correspondence, control account activities, take care of daily cash management and handle overdraft situations, etc.

Prepare client visits and receive clients, initiate and input transactions and payment orders based on client instructions, follow up settlements and confirm execution in respect of sales and dealing regulations, open new accounts, maintain and/or close existing, receive phone calls and respond to correspondence and inquiries (mainly in English), clarify various requests and take appropriate action using knowledge, initiative and judgement, etc.

Legal and formal verification of propositions, including recording all data in the internal insurance systems, issue policies, respond to various requests of advisors and clients in German and French, enter a variety of mutations (adjustment of sum insured, change of name/address, periodicity of payments, etc.), deal with various cases of entitlement to benefits (death/survival).