Team Administrator
Acuma
مجموع سنوات الخبرة :11 years, 11 أشهر
- Provides professional administrative and clerical support to ensure that the team
operations are maintained in an effective, up to date and accurate manner
- Resolves administrative problems by coordinating preparation of reports, analyzing data,
and identifying solutions
- Liaise with financial institutions for updates regarding their products and ensure that the
team is informed about any updates on products and compliance requirements
- Organize fact find, product brochures, key features and other necessary literature
Kathrina Santiago - 050 958 5932 Page 2
- Thoroughly checks new policy application forms and conduct client due diligence (CDD);
scrutinize KYC, Source of Funds, Origin of Wealth, HMRC, FATCA and ITC
- Process forms such as alteration of funds, dealing instruction, bank standing order, credit
card mandate, policy surrender, plan maturity, funds withdrawal, deed of assignment, etc
- Monitors the client review meetings completed by the consultants
- Creates a report that shows the summary of the team’s Total Figures Received and Written
for the week; collate the team’s activity and report their statistics on a daily and weekly
basis
•Provides secretarial / administrative support to the Admin, Finance and HR departments
•Responsible for making travel arrangements for the COO Team
•Provide support to DIFC formalities process
•Updating monthly / quarterly reports (travel, door access, telecom etc.)
•Processing invoices to be paid to vendors / service providers
•Prepay auditor for staff reimbursements
•Monitors online bank accounts, pay cycles / cheque runs
•Handles the processing of bank transfer payments
•Payment distribution to employees / vendors / suppliers
•Assists the accounting department in the event of auditing
•Prepares monthly / quarterly staff reports (reimbursements, personal deductions etc.)
•Distributes outgoing cheques to collecting companies/persons
•Provide assistance in organizing all-staff meetings / presentation
•Facilitating office utilities (access cards, business cards etc.)
•Assist the HR Manager in processing the travel and accommodation arrangements for incoming and outgoing employees
•Prepares yearly report for the HR department (schools fees, travel costs etc.)
•Provides assistance with attendance management
•File back up and update for Finance and Administrative department
•Sets up appointments for the EVP, takes messages, responds and corresponds to clients with concerns directed to the EVP
•Arranges travel bookings, schedules for the EVP
•Supports the Finance Manager, including preparation of documents and follow-up on timelines and deliverables
•Provides clerical/administrative support, including the composition and preparation of routine correspondence and presentations using computer software applications to the Finance and Admin Dept.
•Attends Executive Committee and Administrative meetings; prepares meeting minutes and action items
•Prepares a wide variety of correspondence and reports; drafts, memos, letter and emails for the Finance and Admin Dept.
•Assists the Finance and HR Department in keeping important files updated
•Files the receipts, cheques, payment certificates, requests and auditing sheets and keeps a ledger of the mentioned
•Distributes outgoing cheques to collecting companies/persons
•Assists the accounting department in the event of auditing
•Keeping track of all the files of the Finance and Admin Department
•Keeps up to date filing for all the new / old client contracts
•Calling clients, other agents, developers and all other necessary people to call for possible deal closures
•Prepares a wide variety of correspondence and reports; drafts, memos, letter and emails for the Sales Dept.
•Taking note of and managing client inquiries; resolving clients’ queries/requests
•Manages and updates the client and property database
•Creating property overviews
•Responds to clients’ requests, facilitates resolution to their complaints and provides excellent frontline service over the phone.
•Assists customers in basic vehicle troubleshooting over the phone.
•Sets up appointments and give referrals to dealerships to further assist customers who have technical concerns about their vehicles.
•Maximizing outbound sales on credit card applications/acquisitions by calling up prospective clients in the United States and endorsing credit cards such as Capital One, Visa, and MasterCard
•Responsible for reaching the target quota as required by the management team
•Responds to clients’ requests, facilitates resolution to their complaints and provides excellent frontline service over the phone.