This role provides administrative support for various tasks, such as basic scheduling, travel arrangements, expense reporting, invoicing, purchase orders, and general assistance to one or more managers within a group, office, or business unit. Familiar with a variety of the field's concepts, practices, and procedures. Works under moderate supervision. This role requires the skills and ability to partner with leaders on confidential matters and communicate effectively and appropriately with internal resources, clients (where applicable), and other parties in a global and virtual working environment.
- Provide support in general administrative tasks such as but not limited to filing, encoding, maintaining, and sorting files and documents.
- Managing shared mailboxes including but not limited to email correspondence and basic scheduling.
- Prepares, generates, and maintains reports, spreadsheets, presentations, and other necessary documents as required, in response to and in anticipation of the department’s needs.
- Prepare, review, submit, and track expense reports for reimbursements.
- Enter, track, coordinate, and process departmental invoices for payment.
- Updates and secures Salesforce data to ensure accuracy, completeness, and usability for business operations.
- Maintains and organizes documents in Sharepoint and Teams databases for stakeholders, including tasks such as saving, organizing, and creating folders for efficient document repository management.
- Reroute documents to other approvers when necessary.
- Conduct online research or other types of research for onshore partners..
- Answering customer inquiries, maintaining client records, performing research on financial products such as stock investment, and providing administrative support to the stakeholders as needed.
- Preparing and/or monitoring compliance and/or correspondence requirements
- Processing Certificate of Insurance and ensuring correctness of data. (COI)
- Process travel bookings such as air, land, hotel, and other necessary bookings suitable to stakeholders' needs.
- Virtual coordination with suppliers and vendors.
- Maintain the SOP/DTP of current processes and assist with documentation updates as required.
- Maintain confidentiality and a high level of professionalism in all interactions and when handling sensitive information.
- Relies on experience and judgment to plan and accomplish more complicated goals. Completes tasks independently and receives guidance on new assignments or atypical matters.
- Perform and accomplish the responsibilities listed above with moderate guidance of Team Lead.
