Admin Executive
ELEMENTO GROUP
Total years of experience :16 years, 5 Months
• Reports directly to the CEO and other members of the board to provide administrative support including research and secretarial duties.
• Manages and schedules meetings - prepares and distributes meeting agenda and documentation of minutes of the meeting.
• Contributes to research and procurement for interior materials.
• Updates Procurement and Project directories.
• Collaborates with the Senior Manager on recruitement process for new employees.
• Manage travel arrangements like air tickets, hotel bookings, etc.
• First point of contact for technical troubleshooting.
• Record-keeping for both incoming and outgoing documents.
• Monitoring and reporting of employee attendance record and staffing forecast.
• Ensures all incoming calls are answered while maintaining a polite, consistent phone manner using proper telephone etiquette.
• Responds to inquiries from prospect clients and visitors in a courteous manner
• Responsible for keeping the reception area clean and organized
• Oversaw inventory and office supply purchases.
• Reports directly to the Senior Financial Advisor.
• In charge of the end to end process of new business submissions.
• Ensures documentation/compliance with AML and FCA regulations.
• Continual servicing of accounts - which includes fund switches, withdrawals, track and chase of clients as well as service providers.
• Ensure the firms back office system is up to date with clients’ information and pipelines are in- line with current processes.
• Dissemination of information to assist in the issuing and servicing of business.
• Review business process needs and produce a support plan.
• Liaison with all product providers and build strong relationships maintaining a database of useful contacts.
• Organized events & meetings - participants, agenda, logistics, venue and minutes of the meeting.
• Manages the advisor’s diary and schedule.
• Designed a master client record for data consolidation.
• Contributed in training and coaching other members of the admin team.
• Co-ordination feedback to BDM teams on company leads.
• Familiar in using applications such as: ZURICH, GENERALI, FPI, RL360, OLD MUTUAL, SALAMA, BROKER BACK OFFICE SYSTEM (BBO).
• Responsible for providing product and data support for the Thomson Reuters' Datascope suite of products and LoanConnector, such as functionality queries, market related questions, technical problems, and data concerns including suspect and missing data.
• Interfaced with a variety of different resolver groups (as well as teams’ product specialists, sales and clients from various locations across the world.
• Logging and classifying all calls and requests (Inbound/ Outbound calls and emails) for assistance in the customer relationship management system (Siebel).
• Track resolution progress and proactively call customers with a status update or resolution if queries cannot be resolved on initial interaction.
• Identify and escalate problems affecting a number of customers or influencing the timely resolution of one customer's enquiry. This would include escalations to the team leader and other support, sales, engineering, resolver groups or product management team as appropriate.
• Accept additional projects or areas of responsibility that will improve the team's performance.
• Familiarity with Financial Markets, Equity, Fixed Income, Indices, FX and Money Markets, Derivatives
PRODUCTS SUPPORTED: Enterprise Information Products Suite:
DataScope Select, DataScope Equities, Datascope Tick History, DataScope Fixed Income DataScope Onsite, DataScope PC Extractor, Loan Connector, LPC-DealScan
Related Products Used: 3000Xtra, EIKON
• Outbound calls to automobile repair shops to gather information such as services offered from their shop, quotes and contact information.
• Answers customers concerns/ inquiries accurately and logically; builds rapport and clarifies the said items by asking relevant questions; captures pertinent customer information accurately; ensures customer satisfaction at all times; offers sound rebuttals to meet the sales requirement of the campaign(s)
• Mainly assisted investors with their online stock trading and banking account, specifically investors having difficulty placing trades online.
• Executed disbursement requests (Cheques, Visa Card and Wire transfers) as well as intra-firm transfers of cash and securities.
• Provided quotes, news and ticker symbols, as well as trade settlement information on placing another trade
• Convinces customers to avail of products / services being offered in accordance with the campaign standards set by the company and its clients.
• Performed basic technical troubleshooting
• Guided investors through account set-up and account information changes
• Meets individual metrics in Performance, Quality and Attendance on a daily, weekly and monthly basis.
Consumer Resource Network US-based Clients
• Mortgages - Provide customers pieces of information on mortgages and foreclosed properties
• Standard Chartered Bank Singapore-based Clients
(Credit Cards) - Credit card sales. Assisted clients in their application for credit cards.
• Cheap Trips US-based Clients - Outbound calls to offer and assist clients in search and booking of the best travel deals.
