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