1. Task Processing and Operations - 40%
- Execute complex processing tasks independently with a high degree of accuracy and efficiency
- Adhere to company and client information security and compliance policies
- Manage escalated or high-priority work items, serving as a performance role model
- Implement process improvements to consistently meet quality, productivity, and timeliness standards
2. Operation Optimization - 30%
- Analyze operation problems, notify related parties and propose solutions
- Develop procedures and ensure the implementation meets compliance requirements
- Set up the task structure and new task information
- Assist with output conversion
3. Auditing and Trouble‑shooting - 10%
- Set up the audit plan, create the audit summary, identify the performance gap and propose solutions
- Perform timely trouble‑shooting
- Ensure the unit/team meets the compliance requirements
4. Client Communication - 10%
- Draft professional, courteous, and structured email communications for client interactions
- Proactively identify client needs and take initiative to address them
5. Talent Management - 10%
- Offer prompt feedback and guidance to team members to enhance their task-related performance
- Assist in recognizing and nurturing high‑potential Assistants and Analysts for future growth
- Contribute to the execution of team‑level employee engagement and retention initiatives