· Responsible for the team’s operational work, incl. organizing meeting/TB, expense reimbursement, PWP’s check-on work attendance, tacking of PWP’s acquisition of fund licenses, etc.
· Support FM to arrange joint meetings, take minutes and consolidate information for FMs. Work closely with other functions incl. DS/Training/Event to provide support from frontline’s side where required.
· Assist FM on administration tasks of PWP management, such as compile sales activities & performance MI of PWP, keep track of paperwork completion status (such as PIP and Probation documents), as well as summary of outstanding training courses of PWP.
Qualifications - External To be successful in the role, you should meet the following requirements: