Job Scope and Responsibilities
1.
General Paperwork like scanning, sorting, filing documents, and organizing of Digital files and documents.
2.
Preparing and assembling mail packages/ greeting cards/ client documents
3.
Retrieving Client information or other information/ documents/ materials from company database.
4.
Assisting on preparing documents for Clients, including portfolio summaries and proposals
5.
Contacting clients to update them on payment or other account servicing needs, via Calls, Email or Whatsapp
6.
Contacting and following up with various company department/ staff on various administrative matters, via email, Whatsapp (Chat Hotline) or In Person at Company Service Centre on premise
7.
To Assist in Customer Service, Billing and Payment, Claims, Underwriting and General Inquiries
8.
Administrative support on Ad Hoc Projects