Training and Marketing Professionals, Inc. (TMPI) Wealth Management Admin

Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI)

€376-452[Mensual]

Hibrida - Taguig<1 Yr ExpBaceleroTiempo completo

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

Descripción

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!)

Gestión de riquezaEl blanqueo de dineroKnow Your ClientPolicies and ProceduresHabilidades de comunicaciónBanking IndustryInsurance IndustryTelco Industry