Key Responsibilities
· Ensure that all documents are processed within stipulated timelines and according to the operational procedures
· Archival - Scanning / Verification / Uploading
· Ensure all scanned documents are indexed correctly.
· Check and verify all documents and ensure its accuracy during verification.
· Ensure all documents are uploaded into the correct adviser’s/client’s folder.
· Creation/deactivation of user account/branch/adviser’s/client’s folders.
· Check all documentation and ensure it meets requirements.
· Data-entry of key information such as client and product information, premium amount into system
· Approve submission in online platform (internal / external system)
· Build and maintain good working relationships across all levels of personnel, internally and externally;
· Ensure accurate and timely communication network between Team members & Reporting Manager;
· Prepare, update, upload, archive and send data reports on daily, weekly and monthly frequencies (ad-hoc as and when required)
· Ensure all information/reports are accurate before disseminating to relevant departments within timeline
· Prepare and/or participate in User Acceptance Test (UAT) for new system applications (ad-hoc as and when required)
· Data cleaning/checking (ad-hoc)
· Any Ad hoc duties which may include assisting other staff members and answering queries from advisers
If you're interested in the position, kindly forward your comprehensive resume, along with your expected salary and availability, in MS Word format to [email protected]
Shermaine Soo Yi Ning
CEI Reg R1877837
Recruit Express Pte Ltd
EA License No; 99C4599
We regret that only shortlisted candidates will be contacted.
