- Perform annual review of trust accounts with low risk of activation
- Process SNSS applications
- Manage and maintain potential database
- Make outbound calls to clients in the potential database to follow-up on their interest in the Company services
- Assist in preparing statistical reports and trend analysis of the case management team
- Attend to phone and email referrals and queries
- Attend to walk-in clients and coordinate meeting with case managers where applicable
- Assist in liaising with and seeking information from relevant stakeholders and regulators such as CPF, HDB and partners from social service sector
- Assist in gathering and compiling relevant sector information and resources to facilitate case management services and work
- Compile intake assessment documents and files to facilitate the e-storage of such documents by the finance team
- Assist in the monthly and annual physical verification of storage of trust documents
- Assist senior case managers to create and link clients master file in Client Management System
- Accompany case managers to conduct home-visits
- Undertake and perform other tasks and duties as assigned based on the Company need
- Please indicate your current and expected salary in your CV