Business Support Assistant

PFP GROUP SERVICES PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore is seeking an individual to manage daily submissions, client transfers, and verification of policies. Responsibilities include downloading and organizing submissions, preparing resignation listings, and updating monthly inception reports. Ideal candidates should have strong organizational skills and attention to detail.

Responsibilities

• Download and save business submissions into advisors’ folders.
• Send acknowledgment emails for incomplete submissions.
• Organize Client Transfer Forms correctly.
• Prepare re-assignment listings for resigned advisors.
• Update monthly inception reports from Insurer Portals.

Job description

1. Daily Submissions:

• Download, rename, and save all new business submissions from the common mailbox into the advisors’ folders.
• Send acknowledgment emails to advisors for incomplete submissions.
• Receive, scan, and save all daily hardcopy submission documents from Courier into the advisors’ folders.
• Prepare all daily hardcopy submission documents and loose mail to be sent out to Insurers via Courier.
• Sort scanned loose mail documents into the Loose Mail folder under each individual district.
• Enter all approved submissions into Excel.
• Record all loose mail into the Loose Mail Excel file.

2. Client Transfer:

• Check all Client Transfer Forms (CTF) in the common mailbox.
• Download and organize all forms into the CTF folder according to client folder under each advisor.
• Reject any forms with errors, mistakes, or missing documents.
• Send out all submissions to respective providers weekly.
• Attend to any CTF inquiries.

3. Acknowledgment of Resignation:

• Prepare and verify policy re-assignment listings for resigned advisors.
• Check all client's policies and investment accounts in the New Business & Client Transfer Folder.
• Verify client policies and their status on the Insurer portal.
• Re-tag policies assigned to new representatives in the master listing under the servicing agent.

4. Monthly Inception & BSC:

• Download all inception reports from Insurer Portals and BD folder monthly.
• Update the monthly inception status and date in the Master File.
• Update all Direct Product Purchase (DPP) cases in the Master File.

5. Ad-hoc:

• Key and update the monthly inception report.
• File tax invoices and submission checklists, if any.
• Mail out resignation letters, if any.