Job Descriptions
- Management of Tied Agent/ PFA adviser/Banker’s Appointment, Movement (Promotion, Demotion, Reinstatement, Transfer etc), Termination, Change of Particular, Reports, Spidergate, DNC and CorpPass. To ensure the transactions are processed accurately and delivered within agreed SLA (Service Level Agreement)
- Management of PFA adviser’s Appointment and Termination into 3rd Party’s Platform.
- Assess and ongoing review current operational processes for better efficiency and identify areas of improvement
- Involvement in ad-hoc projects and initiatives. Able to work independently and collaborate with key stakeholders to deliver projects and initiatives within agreed SLA.
- Highlight any potential concerns/risks and proactively share best risk management practices.
- Any other operational tasks as assigned.
Requirements:
- No experience required.
- Must be IT savvy and excellent proficient in Microsoft Excel
