Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI)

NT$13-15.6K[月薪]
混合办公 - 達義<1 年經驗本科全職
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職位描述

福利待遇

  • 津貼

    電信津貼

  • 員工表彰與獎勵

    年度考核

  • 法定福利

    13薪, Pag-Ibig 基金, 帶薪假, 菲爾健康, SSS/GSIS

  • 健康保險

    牙科保險, 健康維護組織

  • 額外福利

    公司設備

  • 職業發展

    職業發展

  • 休假和請假

    病假, 休假

  • 工作生活兩不誤

    居家辦公

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  • The personnel will work with each WM Operations (Ops) Manager on the clerical and administrative tasks related to:
  • Updating WM Policies and Procedures Manuals (PPMs) to ensure that each aspect of the customer journey is covered
  • Updating WM Know; edge Management System (KMS) docs to ensure that each aspect of the customer journey is covered
  • Organizing all WM Ops related files (e.g. PPMs, KMS, Root Cause Analyses) in a shared drive
  • Creating updated product decks including front-end screens and back-end processes in its day-to-day function
  • Maintaining a product health dashboard that shows uptime/downtimes and CX tickets daily
  • Creating an Ops onboarding module/checklist
  • Maintaining the WM Ops issues, SFTP, and comms tracker
  • Bachelor’s Degree in Business Management, Financial Management, Accounting Information System, Accounting or any related course.
  • Proven experience in Technical writing, Product training, Creating informative and attractive visuals or related field
  • Previous experience preferably in the fintech or software industry.
  • Anti-Money Laundering or Know Your Client background a plus.
  • Strong analytical, time management and problem-solving skills.
  • Detail-oriented with excellent organizational abilities
  • Proficient using the following tools and applications: MS Office Tools (Excel: Pivot & VLOOKUP), & Google Apps (Shared Drive, Sheets, Docs etc.,)
  • Willing to work BGC, Taguig (CAN START ASAP!)
財富管理反洗錢Know Your ClientPolicies and Procedures溝通技巧Banking IndustryInsurance IndustryTelco Industry
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TMPI Recruitment

RecruiterTraining and Marketing Professionals, Inc. (TMPI)

活躍於三天內

工作地址

W Global Center. W Global Center, 9th Ave, Taguig, Metro Manila, Philippines

發布於 04 December 2024

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Training and Marketing Professionals, Inc. (TMPI)

無需融資

501-1000 人

諮詢和管理服務

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