Wealth Management Admin - Hybrid Work Setup
Training and Marketing Professionals, Inc. (TMPI)
Descrição do Trabalho
Benefícios
Derivações
Permissão de Telecomunicação
Recompensas e reconhecimento de funcionário
Opinião Anual
Benefícios gerenciados pelo Governo
Pagamento no décimo terceiro mês, Fundo Pag-Ibig, Feriados Pagos, Saúde, SSS/GSIS
Saúde e Bem-Estar
Seguro Dental, HMO
Benefícios de Habilidades
Equipamento da Empresa
Desenvolvimento Profissional
Desenvolvimento Profissional
Tempo de desligamento e Saída
Licença médica, Férias Deixadas
Balanço de Vida
Trabalho de casa
- 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!)
TMPI Recruitment
RecruiterTraining and Marketing Professionals, Inc. (TMPI)
Responder Hoje 2 Vezes
Local de trabalho
W Global Center. W Global Center, 9th Ave, Taguig, Metro Manila, Philippines
Postado em 04 December 2024
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501-1000 Funcionários
Serviços de Consultoria e Gestão
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