Job Description

dministration:

? Perform accurate data entry, compilation, and saving of client documents and client
files.
? Ensure CRM/Client files are kept accurate, current, and up to date.
? Provide support to TAP Support with administration-related tasks.
? Capture and record client needs analysis information correctly in Planolitix, Client
Worksheet, and the TAP CRM.
? Ensure accuracy in completed outsourced administration tasks and report errors when
they occur.
? Document all administrative processes and communicate changes and developments to
other team members
Assistance to Clients:

? Assist clients by pre-loading application forms to streamline the application process.
Competencies Required

Quality & Accuracy:

? Ensure work quality adheres to company standards.
? Provide accurate and concise data entry for the Advisor, including reports relating to
Planolitix, Client worksheets, quoting software, and Client applications.
Attitude, Work Ethic, and Teamwork:

? Work effectively as a team member towards achieving team goals.
? Demonstrate appropriate work ethic consistently.
Initiative & Problem Solving:

? Demonstrate initiative by providing suggestions and implementing changes as
appropriate to the job level.
? Ensure documents are clear, complete, and compliant upon submission to insurance
and investment providers.
Time Management/Flexibility & Multitasking:

? Manage workloads within appropriate timescales.
? Utilize TAP CRM Tasks effectively to manage workflow.
Professionalism:

? Behave in a professional and ethical manner at all times, reflecting the appropriate
company image.

Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?50,000.00 per month

Benefits:

• Provident Fund

Schedule:

• Day shift
• Monday to Friday
• Morning shift

Supplemental pay types:

• Yearly bonus

Experience:

• total work: 1 year (Preferred)
• Customer service: 1 year (Preferred)

Language:

• English (Required)

Work Location: In person

Speak with the employer
+91 7814188023