maintenance Upskill new users on systems and provide user admin support Propose methods to improve customer service
cashbook queries raised immediately · Assist with the admin roles during Branch stock takes · Year-end customer
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
statutory returns, and payroll Manage a team of 5 admin staff (2 bookkeepers, accounts clerk, receptionist
towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
Bloomberg Data Licence Queries and adhoc Bloomberg admin queries. Assist compliance officer in investigating
Bloomberg Data Licence Queries and adhoc Bloomberg admin queries. Assist compliance officer in investigating
suppliers Collaborate with brokers and agents regarding admin & statement enquiries Risk Management Ongoing