Conduct walkthroughs and create documentation to ensure clients, administrators, and employees understand how to use the platform
Aggregate data and generate comprehensive monthly reports for corporate clients, highlighting key usage metrics like MAU, engagement statistics, medical service usage, claim categories and usage
Regularly audit client data within the system to ensure reporting accuracy
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Liaise with banks, auditors, fundadministrators, tax advisers and other service providers to facilitate smoothfinancial and fund operations.
Act as an internal point of contact for theoutsourced compliance service provider; coordinate information requests,maintain records and track agreed follow-up actions.
Support regulatory filings, compliancemonitoring and documentation required for the firm’s operations, includingmatters relevant to MAS requirements and Singapore tax obligations.
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