About the job Digital Correspondence Coordinator
Position Title: Digital Correspondence Coordinator
Classification: Associate
Salary: 22,000-25,0000 per month
Reports To: Advisor/DCC Manager
Primary Relationships: Clients and Internal/External Team
Date: June 2022
Schedule: Flexible Schedule
Responsibilities:
● Assist the advisors on their daily tasks including but not limited to reminding them about action or pending items that needs urgent attention
● Incharge of managing the internal ticketing system
● Incharge of filtering emails for both incoming and outgoing emails (client and internal emails)
● Delegating the tasks to other internal departments
● Making sure that all delegated tasks are actioned on a timely manner
● Incharge of creating and updating client blueprints
● Incharge of updating required details on different platforms such as Streak, Airtable and others
● Making and receiving phone calls via APN
● Incharge of sending CO updates to clients such as surveys, care packages, etc.
● Incharge of posting necessary updates on slack
● Filling out necessary forms including but not limited to NEO forms, recruitment request form, etc.
● Perform other related duties as assigned by AVP of Service Delivery.
Requirements:
● Must be familiar in using email especially Gmail
● Must be familiar with Streak, Trello, Airtable
● Must be familiar with MS office (Excel, Powerpoint)
● Must be familiar with G-suite (Live sheet, Live docs)
● Must be attention detailed and work in a timely manner
● Must have good analyzation skills
● Must have the sense of urgency to work on things
● Must be flexible
● Good analytical skills
● Able to work with minimal to no supervision
● Good verbal and written communication skills