Wealth Management Admin - Hybrid Work Setup
Training and Marketing Professionals, Inc. (TMPI)
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
- 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)
今天回覆 2 次
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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