- 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
Interested applicants may email resume to [Confidential Information]
Cheryl Lee Shi Le (CEI Registration No: R1434624)
Recruit Express Pte Ltd (EA: 99C4599)
