Assist with daily operational tasks, preparation of documents and spreadsheets.
Support Operational Process Management: help execute the company's operational routines, monitor production, and manage other area-specific processes. Ensure processes follow company standards and are completed within established deadlines.
Assist in generating daily, weekly, or monthly reports received by email from brokers and policyholders.
Help address specific requests from areas such as registering bank details, beneficiary registration, sending consolidated invoices, payment statements for advisory services, etc.
Organize and maintain operational documentation and records, ensuring processes are well documented and information is available when needed, registered in the ECM and followed up as required.
Ensure requests are delivered within SLA and corporate mailboxes are properly organized.
Budget control and management.

Operations Assistant

Key skills