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1. 審核員工費用與帳務憑證2. 應付帳款立沖帳作業、費用帳務處理及追蹤3. 協助專案執行及其他交辦事項4. 科目餘額表、調節表等內部報表編製作業5. 各類所得申報及扣繳等稅務作業6. 稽核與會計師查核文件準備7. 其他主管交辦事項
1. 審核員工費用與帳務憑證2. 應付帳款立沖帳作業、費用帳務處理及追蹤3. 協助專案執行及其他交辦事項4. 科目餘額表、調節表等內部報表編製作業5. 各類所得申報及扣繳等稅務作業6. 稽核與會計師查核文件準備7. 其他主管交辦事項
Data Management Officer will have the role of managing the Data Management team or a senior role in the data management team to ensure support for the deployment of applicable frameworks and guidelines across the organization, in close collaboration with CDO.
This role implies an active contribution to the development and execution of the data strategy.
She/he will orchestrate the functional guidelines and recommendations on Data Management considering business and regulatory requirements.
Main responsibilities include:
• Contribute to the definition of functional requirements for data management tools and actively support the onboarding of new users.
• Set functional guidelines and recommendations on Data Management
• Considering business and regulatory requirements: metadata management including on topics like dictionaries, lifecycle traceability, lineage, classification, retention, etc...
• Define, develop and maintain data dictionaries and catalogues and organize their governance
• Support data acquisition and sharing frameworks deployment to ensure that information flows timely and securely to and from the organization as well as within.
• Oversight projects to determine business needs regarding data description/data dictionary and data lineage
• Contribute to the data quality framework definition, implementation, and governance through the data quality committee (QARC)
Data Management Officer will have the role of managing the Data Management team or a senior role in the data management team to ensure support for the deployment of applicable frameworks and guidelines across the organization, in close collaboration with CDO.
This role implies an active contribution to the development and execution of the data strategy.
She/he will orchestrate the functional guidelines and recommendations on Data Management considering business and regulatory requirements.
Main responsibilities include:
• Contribute to the definition of functional requirements for data management tools and actively support the onboarding of new users.
• Set functional guidelines and recommendations on Data Management
• Considering business and regulatory requirements: metadata management including on topics like dictionaries, lifecycle traceability, lineage, classification, retention, etc...
• Define, develop and maintain data dictionaries and catalogues and organize their governance
• Support data acquisition and sharing frameworks deployment to ensure that information flows timely and securely to and from the organization as well as within.
• Oversight projects to determine business needs regarding data description/data dictionary and data lineage
• Contribute to the data quality framework definition, implementation, and governance through the data quality committee (QARC)
1. Lead end to end life insurance operations including new business, underwriting, policy administration, claims and Operations transformation.
2. Drive process simplification, automation, digitization and straight through processing to enhance operational efficiency and customer as well as distributor experience.
3. Ensure all operational processes are compliant with regulatory requirements, Group policies and internal control frameworks.
4. Collaborate with Technology and Data teams to drive automation, analytics and operational scalability.
5. Establish metrics for efficiency and productivity and monitoring performance against the bench-marks.
6. The role holder deputizes for the Cardif VIE TW Head of Operations, where required.
1. Lead end to end life insurance operations including new business, underwriting, policy administration, claims and Operations transformation.
2. Drive process simplification, automation, digitization and straight through processing to enhance operational efficiency and customer as well as distributor experience.
3. Ensure all operational processes are compliant with regulatory requirements, Group policies and internal control frameworks.
4. Collaborate with Technology and Data teams to drive automation, analytics and operational scalability.
5. Establish metrics for efficiency and productivity and monitoring performance against the bench-marks.
6. The role holder deputizes for the Cardif VIE TW Head of Operations, where required.
ICS regulatory reporting
•Lead and conduct ICS report
•Ensure accuracy, timeliness and compliance
•Analyze the solvency and capital results
Local AA and IFRS reports support
•Conduct 15 years IFRS/ICS projection
•Support other AA tasks and peer review
•Support IFRS 15/17 projects and monthly deliverables
Operational Risk Control and Assessment
•Serve as operational risk controller
•Ensure compliance with local and group risk framework
ICS regulatory reporting
•Lead and conduct ICS report
•Ensure accuracy, timeliness and compliance
•Analyze the solvency and capital results
Local AA and IFRS reports support
•Conduct 15 years IFRS/ICS projection
•Support other AA tasks and peer review
•Support IFRS 15/17 projects and monthly deliverables
Operational Risk Control and Assessment
•Serve as operational risk controller
•Ensure compliance with local and group risk framework
1. 負責新契約審核、進度控管、照會追蹤。2. 協助核保熱線電話諮詢服務。3. 執行法令或集團對洗錢防制、FATCA、CRS、資安、個資等相關作業要求與內控查核。4. 保單行政作業，包括保費溢繳退費、新契約案件取消等。5. 其他主管交辦任務
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：雙北地區)
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：雙北地區)
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：台中地區)
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：台中地區)
服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。協助合作通路銷售及行政作業流程。提供策略性合作模式，能有效地經營通路/分行/業務員。達成公司業務相關專案任務與績效。 需配合例休輪調及國內外差旅需求。其他主管交辦事項。服務區域：台南區
服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。協助合作通路銷售及行政作業流程。提供策略性合作模式，能有效地經營通路/分行/業務員。達成公司業務相關專案任務與績效。 需配合例休輪調及國內外差旅需求。其他主管交辦事項。服務區域：台南區
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：高雄區)
1. 服務合作通路，提供商品精神/結構/專案等銷售技巧進行教育訓練。
2. 協助合作通路銷售及行政作業流程。
3. 提供策略性合作模式，能有效地經營通路/分行/業務員。
4. 達成公司業務相關專案任務與績效。
5. 需配合例休輪調及國內外差旅需求。
6. 其他主管交辦事項。
(地點：高雄區)