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

Training and Marketing Professionals, Inc. (TMPI)

₺17.9-21.5K[月薪]

混合办公 - 达义少于1年工作经验本科全职

显示更多

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!)