Operations Assistant, Account Management Team (12 Months Contract)

Responsibilities

• Reviewing of account opening and ensure all documentations are in order upon opening, eg: Individual, margin, SBL, Corporate and Estate.
• Client onboarding data entry eg: account opening, static updates.
• Able to perform clerical functions of scanning, uploading of documents into databases and packing the files for storage in warehouse.
• Provide administrative support to team members as required in a timely, proactive and diligent manner.
• Provide advice to TR/Marketer relating to existing and new account opening as well as static data input.
• Ensure all the CDD and source of wealth corroboration documentations received are in place.
• Provide support to other team regarding checking of signature updates.
• Prepare and manage daily and monthly client statements.
• Any other ad-hoc responsibilities assigned.

Requirements

• Detail-oriented
• Ability to work independently and multi-task.
• Ability to work in a fast-paced environment.
• Education: GCE O Level/ A Level and above
• Experience in Financial industry is not compulsory but a plus.