PolicyPal is your partner for financial planning, a free digital management platform providing personalised financial review and action plan to help you reach financial freedom.
Provide information on the types of plans the company has
Handle customer complaints, provide appropriate solutions and alternatives within the time limits
Process claims registration and processing
Manage Intercom and respond to customer service enquiries
Process data system entry into spreadsheets
Perform ad hoc daily administrative work
Handle incoming new account creation
Creating invoices for clients, suppliers and partners as needed
Ensure invoices of monthly commission statements tally with our database
Filing of petty cash receipts and bills received
Review of expense claims by employees and prepare reimbursement
Process data system entry into spreadsheets
A committed team player, self-reliant and responsible
Positive attitude and willingness to learn
Proactive and responsive in delivering high-quality works that support the team and the company
Good interpersonal communication and problem-solving skills
Able to handle calls, while giving clear instructions to customers
Possess good written and communication skills in English
Ability to conceptualize and present findings and recommendations
Related Job Searches:
- Company:
PolicyPal Pte Ltd - Designation:
Operations & Finance Intern - Profession:
Banking / Finance - Industry:
Finance