Job Openings Digital Correspondence Coordinator

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


● 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.


● 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