Luzia Stöckli

AML & KYC Analyst for Incoming Requests; Investor Onboarding Support

Providing support to the board of directors as board secretary: planning, organizing and calling in board meetings, supporting coordination between board and management, managing shareholder register etc. Assisting CEO with administrative work, project support, calendar management, general organizational assignments, deputy for management meeting organization and attendance etc. Contracts Office: Applying knowledge from paralegal studies to contract negotiations, simple contract reviews and preparations.

Covering several absences and supporting various teams: - Executive Management Team: Meetings, planning and calendar scheduling - Board of Directors: Meetings, planning incl. shareholder registration issues - Marketing & Communications: Various initiatives and communications - HR: Employee communication and appreciation initiatives etc. - Contracts Office: Supporting contract negotiations - etc.

Executive Assistant to the Vice President/General Manager and his team.

- Assistance to Head of Market & Technology, CEO, other members of management, secretary of board of directors - Managing all trademark and patent topics in coordination with external trademark / patent lawyers - Project management - General support: Research of information, preparation of presentations, magazine and newspaper articles, follow-up and controlling of tasks - Meetings: Coordination, preparation, lead and postprocessing

Position as "central hub": - Executive Assistant - Sales Assistant: . Creating quotes . Processing orders . Invoicing - HR responsible - Researching and clarifying legal issues - Translating German-English / English-German - Supporting accounting department - Proof-reading

Office management/secretarial functions Preparation of legal documentation Support to assistant of General Counsel Europe Prepare and postprocess contract documents, research, contact and coordination with lawyers and paralegals in England, Germany and the USA

Full responsibility for a specified number of customers and their contracts. Customer service included: - Complete contract life cycle from offering, advising, opening, maintenance and closing of contracts - Implementing pension money from former insurer - Registration of all customer employees - Processing of new entries, exits, advance withdrawals, dunning processes etc.

Recruited as an office all-rounder, covering everything from administration to marketing and PR projects. Provided services such as: - Office management - Customer acquisition, - Planning and monitoring of contracts and projects - Disposition of advertisement - Billing - Customer consulting - Support with concepts - Management of several smaller project - Illustration - Copy-writing

- Controlling and processing of incoming insurance applications - Preparing offers - Supporting sales with general information and recommendation regarding new offers and renewals of existing policies - Disbursement of expiring life insurances - Maintenance of customer data - Monitoring of dunning processes - Covered for all teams (individual life insurance, group life insurance and property insurance) during times of absence

Apart from gaining general commercial knowledge through vocational school, the following abilities were acquired: - Insurance specific correspondence - Calculation of individual life insurance offers - Payments and dunning processes - Controlling and processing insurance applications - Administrative support for sales department and secretarial duties

Research methods, systematic compilation and evaluation of research findings. Devise legally-based solutions, prep. legal documentation presentations Wide overview of legal system, recognizing complex interrelations, classifying legal problems swiftly by subject area, comprehend complexity

Law, Business Administration, Economics, English, Correspondence, IT Administration

Recruitment, HR Admin, Salary, Social Security, Contracting, Labor Law, Industrial Psychology