Analyst - Td Operations

19 hours ago

Singapore AIA Full time

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
- It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030._
- And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives._

So if you believe in inspiring a better future, read on.

WE ARE LOOKING FOR.....

This position will assist Onboarding Team under TD Ops - Onboarding and Agent Care Support Section in the process of Onboarding of agents, preparing pipeline reports and daily agent listing reports, reviewing and streamlining the Onboarding workflow process and assist in developing/maintaining automation tools for the Onboarding Team.
- Assist in contracting process of new agent such as due diligence checks and reference checks.
- Assist in creating new agent codes and terminating agent codes in system.
- Assist in creating new Agency codes and cessation of Agency codes in system.
- Assist in updating change of particulars for agents in system.
- Assist in license registration of agents in MAS and GIA.
- Assist in managing and filing contracting documents of agents.
- Assisting in creating new agent codes, agent transfer and agent termination for Bank and FA distribution channels in system.
- Assist in updating of bank accounts for agents in system
- Assist in checking and updating agent bank account codes
- Prepare pipeline reports and daily agent listing reports on onboarding agents.
- Consolidate and summarize adverse records assessment for further approval by senior management.
- Administer adverse records, Applicant under NS disruption, and Applicant under Conditional LOC and monitoring them using tracking spreadsheet.
- Review Onboarding workflow and SOP and propose some streamlining process to Section Head in order to improve the turn-around-time of the Onboarding workflow process.
- Develop and maintain automation tools for the Onboarding Team using VBA Excel Macro. SQL queries and Microsoft Forms.
- Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives._

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