Executive

As an Agency/Broker Support professional, your role involves providing comprehensive administrative and operational support to brokers and agents. • Strong attention to detail and accuracy • Proficiency in MS Office (Excel, Word, Outlook) and enterprise systems (e.g., SAP, Oracle) • Good organizational and time management skills • Ability to work independently and as part of a team • Basic understanding of business operations and compliance requirements Administrative Support: Assist brokers with managing phone calls, scheduling appointments, maintaining client records, and preparing reports. Client Communication: Serve as a liaison between clients and brokers, handling routine inquiries and managing client communications. Market Research: Conduct market research and analysis to assist brokers in making informed decisions. Document Management: Prepare and submit trade orders and other paperwork to clients, brokers, and regulators. Coordination: Collaborate with various departments to ensure smooth operations and timely delivery of services. Compliance: Ensure all activities adhere to regulatory requirements and company policies. • Data Entry & Management: Accurately inputting, updating, and maintaining records in internal systems. • Documentation & Filing: Organizing and managing physical or digital files, ensuring easy retrieval and compliance with company policies. • Reporting & Analysis: Preparing regular reports for internal use, analyzing trends, and supporting decision-making. • Process Support: Assisting in workflow management, coordinating with other departments, and ensuring timely execution of tasks. • Compliance & Auditing: Ensuring adherence to internal policies and external regulations, supporting audit processes. • Administrative Support: Handling scheduling, correspondence, and other clerical duties as needed. Graduate. 0-2 year of experience