Overview
Clean-up and Admin Support-UFSI Jobs in Metro Manila at UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)
Title: Clean-up and Admin Support-UFSI
Company: UnionBank Financial Services and Insurance Brokerage Inc. (UFSI)
Location: Metro Manila
Project Objective
Provide admin support to reduce servicing load from UFSI RM, handle all operational and administrative tasks/ requests from clients.
Project Deliverables
Provided support to offload service-related tasks and other investment related administrative queries/transactions including AML related tasks from the Relationship Managers such as various clean-ups and maintenances on client accounts due to migration issues, review of OneCSA, clean-up of document deficiencies, safekeeping and archiving into EDMS, validation activities on post migration documentation such as validation of historical statements.
