• Ensure that all tasks are processed within stipulated timelines and according to the operational procedures
• Check all documentation and ensure it meets requirements.
• Data-entry of key information such as client and product information, premium amount into system
• Approve submission in online platform (internal / external system)
• Archival - Scanning / Verification / Uploading
• Ensure all scanned documents are indexed correctly.
• Check and verify all documents and ensure its accuracy during verification.
• Ensure all documents are uploaded into the correct adviser’s/client’s folder.
• Prepare, update, upload, archive and send data reports on daily, weekly and monthly frequencies
• Ensure all information/reports are accurate before disseminating to relevant departments within timeline
• Prepare and/or participate in User Acceptance Test (UAT) for new system applications (ad-hoc as and when required)
• Data cleaning/checking
• Build and maintain good working relationships across all levels of personnel, internally and externally;
• Ensure accurate and timely communication network between Team members & Reporting Manager;
• Any Ad hoc duties which may include assisting other staff members and answering queries from advisers

Interested candidates, please email your resume to [email protected]

Anna See Sing Yee

CEI Reg R25157535

Recruit Express Pte Ltd

EA License No: 99C4599

We regret that only shortlisted candidates will be contacted