EXL—Executive

Job description

Description: As an Agency/Broker Support professional, your role involves providing comprehensive administrative and operational support to brokers and agents. - Strong attention to detail and accuracy - Proficiency in MS Office (Excel, Word, Outlook) and enterprise systems (e.g., SAP, Oracle) - Good organizational and time management skills - Ability to work independently and as part of a team - Basic understanding of business operations and compliance requirements Requirements: Graduate. 0-2 year of experience Responsibilities: Administrative Support: Assist brokers with managing phone calls, scheduling appointments, maintaining client records, and preparing reports. Client Communication: Serve as a liaison between clients and brokers, handling routine inquiries and managing client communications. Market Research: Conduct market research and analysis to assist brokers in making informed decisions. Document Management: Prepare and submit trade orders and other paperwork to clients, brokers, and regulators. Coordination: Collaborate with various departments to ensure smooth operations and timely delivery of services. Compliance: Ensure all activities adhere to regulatory requirements and company policies. - Data Entry & Management: Accurately inputting, updating, and maintaining records in internal systems. - Documentation & Filing: Organizing and managing physical or digital files, ensuring easy retrieval and compliance with company policies. - Reporting & Analysis: Preparing regular reports for internal use, analyzing trends, and supporting decision-making. - Process Support: Assisting in workflow management, coordinating with other departments, and ensuring timely execution of tasks. - Compliance & Auditing: Ensuring adherence to internal policies and external regulations, supporting audit processes. - Administrative Support: Handling scheduling, correspondence, and other clerical duties as needed.