Job Description:Client servicing and follow-ups – Assist advisors in scheduling client meetings, following up on documents, and ensuring smooth commun.....
Job Description:
Client servicing and follow-ups – Assist advisors in scheduling client meetings, following up on documents, and ensuring smooth communication with clients.
Policy and investment administration – Prepare, submit, and track insurance applications, investment forms, and policy servicing requests.
Compliance and documentation – Ensure all client documents, KYC forms, and regulatory requirements are properly completed and filed.
Portfolio and reporting support – Help prepare client portfolio summaries, investment reports, and meeting materials for advisors.
Operational and administrative support – Maintain client databases, manage appointments, coordinate seminars/events, and support day-to-day office operations.
Job Description:Computation of Financial Adviser Representatives’ commission using EXCELPerform commission data processing using in-house commission s.....
Job Description:
Computation of Financial Adviser Representatives’ commission using EXCEL
Perform commission data processing using in-house commission software
Liaise with Carriers and Advisers on commission issues
Any other ad-hoc duties as and when assigned
Requirements:
Diploma Holder preferably with 2 years working experience
On job training provided
Positive disposition, most importantly with good working attitude
Must be meticulous, detail-oriented and willing to learn
Good team player, and able to work under pressure to meet tight monthly deadlines
Able to communicate confidently and with clarity, both oral and written
Prior experience with good EXCEL skills a must, Microsoft software will be an added advantage
Able to work independently with minimal supervision
