上海招聘

Job Description:

? General Reception duties

o Ensure reception area is clean and tidy

o Ensure all meeting rooms are clean and tidy

o Ensure there’s pen and notepad in all meeting rooms

o Ensure all meeting rooms light are on every morning

o Ensure all meeting rooms light are off at the end of the day, unless there’s client coming in after 6.30pm

o Switch on TV every morning

o Switch off TV at the end of the day, unless there’s client coming in after 6.30pm

o Switch on fan for server before leaving the office (Everyday)

o Switch on the answering machine before leaving the office (Everyday)

o Answering incoming phone calls

o Top up paper for printers and copiers (Fuji Xerox Machine)

o Check if consultants have meeting after 6.30pm, if there is, place a Post It on the PC monitor indication the Consultant’s name and time of meeting

o Change back-up tapes weekly

o Back-up Drive for Server every Friday

? Welcoming clients

o Prepare drinks for clients

o Place a plate of biscuits and chocolate in meeting room

o Inform Partners

? Stationery Replenishment

o Order A4 paper weekly

o Order of stationery (as and when)

? Pantry Replenishment

o Order Milk weekly

o Order Water weekly

o Order Health Snacks weekly

o Order general supplies and other pantry items (as and when)

? Incoming mails and Courier

o Check mailbox daily and distribute mails.

o All mails to be stamp with Received Date

Invoices will be directed to Corliss/Vanice, letters from Financial Institutions will be directed to Marni / Padma and photocopy the monthly company’s telephone bill for Maree before pass the original copy to Corliss.

[DO NOT open letter from the Inland Revenue of Singapore (IRAS), CPF(Central Provident Fund), Ministry of Manpower (MOM), HSBC Bank Statement, Shanker Iyer (Auditors) and anything Private and Confidential.]

o Arrange courier for documents to be sent to FI

? Request CPD certificates from Institution (Check with Maree for all external presentations)

o Update CPD Register

o Check CPD Certificates upon receipt

o File CPD Certificate in CPD Register folder in AM room

? MMM and Sales Meeting

o Set up chairs in conference room for MMM (Every Friday)

o MMM – if a speaker has presented at MMM for presentation or training, email the speaker to request for CPD Certificates.

o MMM - Update MM Log and Minutes every Monday

o Email MMM Minutes to those who was absent and CC to MAP

o End of Month - Collect all trophies and place in Conference Room.

? Filing (Every Friday)

? Application Pack

o Order brochures, application forms and etc from institutions

o Keep brochures shelf full

o Print internal documents

o Keep extras of everything

? Policy Document

o Ensure details on Policy Document are correct

o Update New Business Log, Salesforce and NAV

o Make a copy of policy document for filing

o Scan a copy to client folder

o Email consultant

? Contract Notes

o Attached received contract notes with copy of switch/dealing instruction

o Update Switch/Dealing Log, Salesforce and NAV

o Pass completed documents to Pierre for approval

? Upload institution updates on Intranet

? Maintain special offers folders and intranet updated.

St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore.

The strength of our business is underpinned by satisfied clients, their referrals and the dedication of our unrivalled team of St. James’s Place Partners. Constantly evolving to meet the ever-changing needs of our diverse client base, we are personally committed to providing quality face-to-face advice and the very best client service.

Putting you firmly at the centre of everything we do is core to the St. James's Place culture, and enables us to run a genuinely client-focused business. If we do this well, we believe that, not only will you remain a client, but you may also become an advocate for the company.

Our success can be attributed to two fundamental principles that underpin our business: the strength of the relationship between our Partners and their clients, and our distinctive approach to investment management.

We aim to deliver our commitment to you by:
providing face-to-face financial advice from an experienced St. James’s Place Partner
giving you the opportunity to review your financial affairs regularly
ensuring that your investments are managed effectively
ensuring that our correspondence and literature is clear and easy to understand
listening to your feedback
ensuring that our dealings with you are sensitive to your needs.
If you decide to return to the UK, you have the knowledge that your investments will continue to be managed effectively by an experienced Partner in the UK.

We want your experience of St. James’s Place to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.

www.sjp.asia