Wealth Management Admin - Hybrid Work Setup
Training and Marketing Professionals, Inc. (TMPI)
職務内容
福利厚生
手当
通信費手当
従業員の評価と報酬
年間査定
福利厚生
クリスマスボーナス, 住宅ローン基金, 有給休暇, 医療給付金, SSS/GSIS
保険健康とウェルネス
歯科保険, HMO
特典報酬
会社設備
専門能力開発
専門能力開発
休暇
病気休暇, バケーション休暇
ワークライフバランス
在宅勤務
- 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)
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勤務地
W Global Center. W Global Center, 9th Ave, Taguig, Metro Manila, Philippines
掲載日 04 December 2024
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資金調達の有無を問わない
501-1000 従業人数
コンサルティングおよび管理サービス
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