Review contracts thoroughly to assess appropriate accounting treatment in accordance with relevant accounting standards and company policies, ensuring all transactions are accurately reflected.
Partner collaboratively with commercial, operations, legal, and FP&A teams to deliver expert accounting guidance and foster strong interdepartmental relationships.
Maintain and enhance core accounting processes and internal controls to guarantee operational continuity throughout the maternity cover period.
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* Create and manage purchase orders using SAP, track order status diligently, and process goods receipt notes accurately to ensure seamless supply fulfilment.
* Coordinate closely with suppliers on pricing negotiations, order confirmations, production updates, delivery schedules, and export requirements to support timely deliveries.
* Administer effective supplier communications by expediting critical orders, monitoring performance metrics, resolving or escalating delivery issues, quality concerns, compliance matters or supply risks as needed.
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Participate actively in marketing initiatives and promotional activities designed to attract new clients and enhance brand presence within the community.
Source individual prospects through networking, referrals, and outreach efforts, ensuring a steady pipeline of potential clients for the Priority Clients segment.
Deliver quality after-sales service by responding promptly to client inquiries, resolving issues efficiently, and maintaining high levels of satisfaction.
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Participate actively in marketing initiatives and promotional activities designed to attract new clients while strengthening existing relationships through thoughtful engagement.
Source individual prospects through networking efforts and outreach activities, including organising group presentations for clubs, associations, companies, and other organisations.
Deliver efficient after-sales support by addressing client queries promptly and ensuring all post-sale processes are handled with care and attention to detail.
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Build long-term relationships based on trust by taking time to understand each client’s aspirations, risk appetite, and investment preferences.
Stay informed about market trends, new product offerings, and the latest campaigns so you can proactively share relevant insights with clients.
Maintain up-to-date knowledge of regulatory requirements and operational risks to ensure all activities comply with internal policies and external regulations.
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Provide strong advisory support to front office teams regarding documentation requirements, especially when there are changes in client circumstances or complex cases arise.
Manage end-to-end system updates related to onboarding and periodic reviews, including account blocking where necessary to ensure compliance.
Oversee the management of client notifications such as welcome letters and account PMIE notifications, ensuring timely communication with clients.
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Supervise finance and administrative functions to guarantee efficient day-to-day operations across all business units.
Evaluate, mentor, and oversee operational staff members while nurturing a culture of accountability, collaboration, and continuous improvement throughout the team.
Support the CEO by undertaking strategic assignments that align with organisational goals and contribute to long-term business success.
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Participate in assigned projects and business initiatives, such as client engagement activities, platform support and training, and market or industry research
Maintain accurate communication and service records while ensuring a high standard of client experience and operational support
Undergraduate degree or equivalent qualification
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Build and maintain long-term client relationships founded on trust, service excellence, and a strong understanding of individual financial goals and preferences.
Stay informed on market developments, financial products, and promotional initiatives to deliver relevant and timely client insights.
Ensure adherence to internal policies, regulatory requirements, and risk management standards in all client activities and transactions.
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Oversee day-to-day relationships with benefit providers, ensuring adherence to service level agreements and resolving any issues promptly.
Ensure all benefits programmes comply fully with regulatory requirements and internal policies by maintaining accurate documentation for audits and compliance checks.
Work collaboratively with customer service or LRM teams to address benefit-related queries and complaints efficiently.
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