About the role
FinEx AI summary
Supports daily cashiering and premium collection operations, processing payments accurately and timely while serving clients, advisors and brokers. Ensures adherence to regulatory requirements and internal controls, resolving payment-related enquiries. Contributes to digital transformation and process improvement, promoting e-payment solutions and using digital tools to streamline operations.
Core skills
cashiering operationspremium collectionpayment processingregulatory complianceinternal controlse-payment solutions