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

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    Description

    JobSpecification:

    Administering Xplan IPS data-feeds, template,etc

    Invoicing

    Clientqueries

    Co-ordinating Portfolio reconciliation andreporting

    IPS Portfolio creation and administering online clientaccess

    Xplan Thread & Tasktemplating

    Overdue debtorsfollow-ups

    Review meeting summary notation and action item taskmanagement

    Obtaining information for Insurance Quotes, administering/updatingexisting insurance policies inXplan


    JobDuties:

    Administering Xplan

    -Adding & MaintainingData-feeds

    PortfolioMailouts

    -Reconciling Xplan IPS portfolios

    -Monthly / Quarterly / Half Yearly portfoliomail-outs

    PortfolioMailouts

    -Reconciling Xplan IPS portfolios

    -Monthly / Quarterly / Half Yearly portfoliomail-outs

    Review MeetingSummaries

    -Review Meeting summary audionotation

    -Generating Action item task generation andmanagement

    -Fact Find update and followup

    Invoicing

    -Management Fee/ SOAFees

    -Payment receipting andreconciliation

    -Allocating Commissionpayments

    -Management Reporting viaXplan

    Insurance

    -Obtain information forPara-planner

    -Input and manage existing / new policies inXplan

    Miscellaneous

    -General Admin back-up


    Qualifications:
    Bachelor s degree in any relatedfield

    Must have at least 2 years of related work experience in admin anddataentry

    Australian and financial planning industry experience is anadvantage

    Proficient with O365 suite

    Highly detail-oriented andorganized

    Strong communication skills both written andverbal.



    Requirements

    Qualifications:
    Bachelor s degree in any relatedfield

    Must have at least 2 years of related work experience in admin anddataentry

    Australian and financial planning industry experience is anadvantage

    Proficient with O365 suite

    Highly detail-oriented andorganized

    Strong communication skills both written andverbal.



    Qualifications: Bachelor s degree in any related field Must have atleast 2 years of related work experience in admin and data entryAustralian and financial planning industry experience is anadvantage Proficient with O365 suite Highly detail-oriented andorganized Strong communication skills both written andverbal.


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