Responsibilities
- Answer phone calls and provide accurate and informative advice to help seekers so that they can make an informed decision
- Assist help seeker to register for Info Talk (physical or webinar), key info on physical Info talk attendees into excel spreadsheet & shred hard copies after input.
- Attend to walk in help seeker who needs assistance in completing the counselling request form or applying for documents online.
- Contact and follow up on help seekers for missing documents, data entry of client’s data into DMS, scan documents into DMS. Assist in scheduling appointments for Financial Counsellor and contractors according to guidelines.
- Prepare documents for and attend to client who comes for counselling.
- Prepare the attendance list and supporting documents for talks and workshops session.
- Escalate exceptional situations to supervisor's attention. Identify areas of concern and make suggestions for work improvement to Management.
- Maintain professional and cooperative working relationships with fellow colleagues (Inter and intra departments)
- Comply to SOP, workflow, organisational & regulators' policies and practices
- Adhere to CCS DPA policies including the execution of the PDPA’s SOP to ensure clients info is kept confidential. File documents and shred them when the retention period is due.
- Any other assignment by management
