EXECUTIVE

• Provides support to the day-to-day operations and quality control of customer documentation services covering account maintenance and investment products
• Scans, index and archives documents
• Creating instructions in workflow
• Ensures email queries are addressed timely
• Regular communications with Branch and other ops units to follow up on issues and areas of concerns
• Involves in data remediation exercises
• Provide regular status updates and escalate necessary issues to Department Head
• Ad-hoc tasks as assigned by line manager

Administrative Duties

• Evaluate staff performance and recommend confirmations, promotions, or training.
• Handle disciplinary actions, grievances, and conflict resolution.
• Communicate company policies and procedures to the team.
• Submit monthly performance and operations reports to senior management.
• Maintain full set of accounts and management reports for in house and for clients
• Assist in Tax filing
• Fee calculation and Invoices Bank account management Payments
• HR – General
• Client communication as required
• Coordination with service providers/vendors
• Perform general administrative tasks