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    Corporate Communications Manager - Dubai, United Arab Emirates - Michael page

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    Description

    Job Specification:

    Administering Xplan IPS data-feeds, template, etc

    Invoicing

    Client queries

    Co-ordinating Portfolio reconciliation and reporting

    IPS Portfolio creation and administering online client access

    Xplan Thread & Task templating

    Overdue debtors follow-ups

    Review meeting summary notation and action item task management

    Obtaining information for Insurance Quotes, administering/updating existing insurance policies in Xplan


    Job Duties:

    Administering Xplan

    - Adding & Maintaining Data-feeds

    Portfolio Mailouts

    - Reconciling Xplan IPS portfolio s

    - Monthly / Quarterly / Half Yearly portfolio mail-outs

    Portfolio Mailouts

    - Reconciling Xplan IPS portfolio s

    - Monthly / Quarterly / Half Yearly portfolio mail-outs

    Review Meeting Summaries

    - Review Meeting summary audio notation

    - Generating Action item task generation and management

    - Fact Find update and follow up

    Invoicing

    - Management Fee/ SOA Fees

    - Payment receipting and reconciliation

    - Allocating Commission payments

    - Management Reporting via Xplan

    Insurance

    - Obtain information for Para-planner

    - Input and manage existing / new policies in Xplan

    Miscellaneous

    - General Admin back-up


    Qualifications:
    Bachelor s degree in any related field

    Must have at least 2 years of related work experience in admin and data entry

    Australian and financial planning industry experience is an advantage

    Proficient with O365 suite

    Highly detail-oriented and organized

    Strong communication skills both written and verbal.



    Requirements

    Qualifications:
    Bachelor s degree in any related field

    Must have at least 2 years of related work experience in admin and data entry

    Australian and financial planning industry experience is an advantage

    Proficient with O365 suite

    Highly detail-oriented and organized

    Strong communication skills both written and verbal.



    Qualifications: Bachelor s degree in any related field Must have at least 2 years of related work experience in admin and data entry Australian and financial planning industry experience is an advantage Proficient with O365 suite Highly detail-oriented and organized Strong communication skills both written and verbal.


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