Administration Assistant - Legazpi City

Para lamang sa mga rehistradong miyembro Legazpi City, Pilipinas

1 araw ang nakalipas

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Job summary

Assist advisers with meeting prep agenda templates and review packs collate client information investments superannuation insurance manage end-to-end review processes scheduling data collection follow-ups file completion prepare performance snapshots holdings summaries implementation status reports and action lists leadcoordinate client services team output report consistency accuracy and delivery tracking support portfolio implementation monitoring and rebalancing under instruction collate holdings platform reports prepare transactionrebalancing packs maintain registers logs model portfolios performance tracking liaise with providers for information on fees reports operational requirements process applications rollovers switches contributionswithdrawals under supervision track outstanding items IDs authorities statements signatures maintain auditready records with confirmations supporting documentation respond to client inquiries professionally promptly prepare meeting packs agendas action followups maintain accurate client records CRM notes coordinate third parties platforms insurers super funds accountants assist advisers meeting prep agenda templates review packs collate client information investments superannuation insurance manage endtoend review processes scheduling data collection followups file completion prepare performancesnapshots holdings summaries implementation status reports action lists leadcoordinate clientserviceteam output report consistency accuracy deliverytracking supportportfolioimplementationmonitoringrebalancingunderinstructioncollateholdingsplatformreportspreparetransactionrebalancingpacksmaintainregisterslogsmodelportfoliosperformance-trackingliaisewithprovidersinformationonfeesreportsoperationalrequirementsprocessapplicationsrolloversswitchescontributionswithdrawalsofunder-supervisiontrackoutstandingitemsIDSAuthoritiesStatementsSignaturesmaintainaudit-readyrecordswithconfirmationsupportingdocumentation

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