Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI)

R$2.4-2.9K[Mensual]
Híbrido - Taguig<1 ano de experiênciaBacharelTempo Inteiro
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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

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Descrição:

  • 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

Requisito

  • 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!)
Gestão de RiquezaLazer Anti-DinheiroKnow Your ClientPolicies and ProceduresHabilidades de ComunicaçãoBanking IndustryInsurance IndustryTelco Industry
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TMPI Recruitment

RecruiterTraining and Marketing Professionals, Inc. (TMPI)

Ativo dentro de três dias

Local de trabalho

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

Postado em 04 December 2024

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Training and Marketing Professionals, Inc. (TMPI)

Não é necessário financiamento

501-1000 Funcionários

Serviços de Consultoria e Gestão

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