Officer, Business Support (Scanning) (PIAS)

Job description

Purpose of the role

• Providing administrative business support for pre and post sales 

Scanning / Verification

• Ensure all scanned documents are indexed correctly.
• Check and verify all documents and ensure its accuracy during verification.
• Ensure all documents are uploaded into the correct adviser’s/client’s folder.
• Creation/deactivation of user account/branch/adviser’s/client’s folders.
• Ensure timely and accuracy in filing of hardcopy and softcopy of documents after scanning
• Ensure all folders are retagged/re-create in in house document management system.

Reports & Projects

• Assist in preparing reports information, including extracting and updating data on the number of applications scanned / verified
• Ensure all reports are accurate before disseminating to relevant departments within timeline

Customer Relations,  Communications and General Administration

• Ensure that all documents are processed within stipulated timelines and according to the operational procedures
• Attend to all enquiries, feedbacks and complaints including highlighting issues and offer solutions to Reporting Manager;
• Build and maintain good working relationships across all levels of personnel, internally and externally;
• Ensure accurate and timely communication network between Team members & Reporting Manager;
• Any Ad hoc duties which may include assisting in other general administration such as mailroom and reception etc when required

Qualifications & Experience

• Experience in roles involving scanning / verification preferred.
• Competency in all other MS programs
• Intermediate level of computer skills especially in Microsoft Excel