Execute comprehensive backend paperwork for investment and life insurance submissions, meticulously preparing document packages forongoing client portfolio reviews.
Maintain and update critical client records, including Customer Knowledge Assessments (CKA) via designated insurer portals, andsystematically track monthly operational expense logs.
Deliver proactive client servicing by tracking key dates such as birthday listings, and efficiently resolving client inquiries throughclose coordination with various insurers.
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Mondays to Thursdays: 8am to 5pm, inclusive of 1hr lunch break
Fridays: 8am to 4:30pm, inclusive of 1hr lunch break
Service not required on Saturdays, Sundays and gazetted public holidays (However, there could be school events on Saturdays, or extending to later part of the evening, for which all staff involved would be required to support accordingly.)