全职 Operations Executive 工作, 薪水, ASCEND ASIA CORPORATE SERVICES PTE. LTD. WP Kuala Lumpur 公司招聘中 - Ricebowl

Main purpose of the role:

To provide operational support across key business functions including case submission processing, commission computation, licensing and general business administration. The role is critical in ensuring smooth day-to-day operations and compliance with internal policies and regulatory standards.

Responsibilities:

Case Submission Processing

• Handle daily administrative tasks and ensure the accuracy of documentation related to financial products. Support internal and external inquiries and participate in process improvement initiatives.

Commission Computation

• Accurately process payroll for consultants, verify data, resolve discrepancies, and ensure timely submission of payment files.

Licensing and general business administration

• Conduct background checks, perform fit and proper assessments, and maintain regulatory compliance for representative appointments.

• Manage system access and account creation, facilitate onboarding activities, coordinate email communications, and support advisers and staff with account and resource needs.

Account & Login Management

• Creation of Representative (Rep) Codes and logins for LIFE, CIS, and GI platforms.

• Reset passwords and reactivate accounts for internal and external users.

• Create and manage systems accounts for the agency and manager Proxy requests.

• Create and manage printer accounts for all users

Onboarding & Access Control

• Facilitate onboarding of new funds and introducers.

• Process email broadcasting and email blast requests

• Oversee Personal Assistant (PA) registration.

Adviser & Staff Support

• Handle changes in servicing advisers as informed by insurers or FCs.

• Manage E-Namecard requisition, renewal, and physical namecard creation

Other Duties as Assigned

• Undertake any ad hoc tasks or responsibilities as assigned to support operational and business needs.

Requirements:

• Minimum Diploma or equivalent qualification

• Experience in insurance industry would be advantageous

• Proficiency with Microsoft Office, especially in Excel, Word and Outlook

• Strong attention to detail and ability to work under pressure with a positive mindset and can-do attitude

• Team player with good verbal and written communication skills to collaborate and achieve the desired outcome

• Self-motivated and able to work independently and meet tight timelines