Total 3 technical support job vacancies in Finance / Banking / Insurance category

• Ensure that all tasks are processed within stipulated timelines and according to the operational procedures
• 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)
• 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.
• Prepare, update, upload, archive and send data reports on daily, weekly and monthly frequencies
• 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
• 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;
• Any Ad hoc duties which may include assisting other staff members and answering queries from advisers

Interested candidates, please email your resume to annasee@recruitexpress.com.sg

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted

Job Responsibilities

• Responsible to monitor and manage clients' Loan and Fixed Deposit maturity date, as well as Foreign Exchange transactions.

• Initiating loan utilization request, reviewing loan documents to ensure compliance with credit and agreement conditions, & cooperating with Treasury team, Loan Operation team as well as other stakeholders.

• Promote cross selling bank's product via tele-marketing calls such as Time Deposit and Foreign Exchange, and actively involved in department's marketing campaign together with Relationship Manager.

Job Requirements

• Be able to work closely with internal stakeholders to ensure smooth operations and transactions.

• Be able to work in a fast paced environment, understand customer's requirements in a short period of time and present solutions that meet their needs.

• Keen attention to details for ensuring accuracy and compliance in processing transactions.

• Good communication and people skills required for interacting well with clients and colleagues.

• Prior experience in Treasury/Loan Operations will be advantageous.

Responsibilities

Accounts Receivable Operations

• Assist in billing
• Receipting, and processing of refunds
• Maintain accurate financial records
• Perform reconciliations and follow up on outstanding matters, debts, in accordance with finance procedures.

Requirements

• Minimum Diploma holders.
• Relevant working experience in customer service, financial services, or an operations role.
• Prior experience handling high-volume phone or email enquiries is an advantage.
• Prior experience with accounts receivable, billing, or debtor management is preferred.
• Proficient in Microsoft Office applications, in particular Microsoft Excel.
• Familiarity with ERP systems such as SAP is an advantage.
• Familiarity with Zendesk or similar customer enquiry ticketing systems is an advantage.