Wealth Management Admin - Hybrid Work Setup
Training and Marketing Professionals, Inc. (TMPI)
Descripción del trabajo
Beneficios
Permisos
Permiso de Telecommunication
Reconocimiento y Recompensas de Empleados
Evaluación Anual
Beneficios Mandados del Gobierno
Pago del mes 13, Fondo Pag-Ibig, Vacaciones pagadas, Salud, SSS/GSIS
Seguro de salud y bienestar
Seguro dental, HMO
Beneficios Beneficios
Equipo de la empresa
Desarrollo profesional
Desarrollo profesional
Tiempo de apagado y abandono
Salir por enfermedad, Salida por vacío
Balance de vida laboral
Trabajo desde 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)
Activo en tres días
Ubicación laboral
W Global Center. W Global Center, 9th Ave, Taguig, Metro Manila, Philippines
Publicado el 04 December 2024
Jobs similares
Ver másHybrid Insurance Wealth Manager
Michelle Cabrera€733-1.5K[Mensual]
Hibrida - Taguig1-3 años de experienciaBaceleroParte-tiempo
Mich BaldogoFinancial Wealth Manager
Wealth AdvisorUrgente
FWD - Annapurna Branch€293[Mensual]
Hibrida - Taguig1-3 años de experienciaDiplomaContrato
Isa DumandanFounder
Digital Financial Planner (Part-Time)
Imperium Blaze Life Insurance Agency Inc.€293-367[Mensual]
Hibrida - MakatiNo se requiere ExpBaceleroParte-tiempo
Carmina Pangan-LozanoHR Manager
Part-time Digital Wealth Planner for Teachers
Gaces Insurance Services€293-367[Mensual]
Hibrida - PasigNo se requiere ExpBaceleroParte-tiempo
Jezreel Mae GacesAssistant Unit Manager
Finacial Wealth PlannerUrgente
FWD Insurance One Obsidian Branch€293-440[Mensual]
Hibrida - MakatiGraduado/Estudiante frescoBaceleroParte-tiempo
Shervin PejiSenior Financial Wealth Planner
Training and Marketing Professionals, Inc. (TMPI)
No se requiere financiación
501-1000 empleados
Servicios de Consultoría y Gestión
View jobs hiring
Sign In to Chat with Boss
Bossjob Safety Reminder
If the position requires you to work overseas, please be vigilant and beware of fraud.
If you encounter an employer who has the following actions during your job search, please report it immediately
- withholds your ID,
- requires you to provide a guarantee or collects property,
- forces you to invest or raise funds,
- collects illicit benefits,
- or other illegal situations.