Reviews operational procedures and methods and recommends changes for improvement with an emphasis on automation and efficiency.
November 20, 2022
Understand the policies, procedures, and technology solutions that are in place to protect our data and be proactive if compliance issues are suspected.
February 24, 2023
Develop and maintain current knowledge of EIS suite of Products (specifically billing and commissions) as well as understanding their overall impact on.
March 01, 2023
Act to resolve issues which prevent effective team working, even during times of change and uncertainty.
March 03, 2023
Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
March 10, 2023
Communicate with the equities sales force and traders, clients and company managements.
March 31, 2023
Collaborate with Operations (Underwriting, claims and marketing) to design and lead business intelligence projects, and initiatives.
April 05, 2023
Supporting the testing activities and coordinates with IT and serves as user acceptance tester (UAT) for selected business units.
April 22, 2023
Demonstrates thorough abilities and/or a proven record of success in delivering clear requests for information and demonstrates flexibility in prioritizing and completing tasks, leveraging MS Office (Word, Excel, Access, PowerPoint), Lotus Notes and other technologies appropriately to do so.
May 06, 2023