Wealth Management Admin - Hybrid Work Setup

Training and Marketing Professionals, Inc. (TMPI)

Дин42.9-51.5K[Monthly]

Hybrid - Taguig<1 Yr ExpBachelorFull-time

Chat

Apply

Allowances
Telecommunication Allowance
Employee Recognition and Rewards
Annual Appraisal
Government Mandated Benefits
13th Month Pay, Pag-Ibig Fund, Paid Holidays, Philhealth, SSS/GSIS
Insurance Health & Wellness
Dental Insurance, HMO
Perks Benefits
Company Equipment
Professional Development
Professional Development
Time Off & Leave
Sick Leave, Vacation Leave
Work-Life Balance
Work from Home

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!)