Job description
Job Responsibilities:
- Supporting the sales team in producing accurate and prompt department reports .
- Liaise with internal stakeholders to obtain inputs for RFPs, reports and presentation materials for prospects.
- Prepare and update performance and factsheet pages for fund presentations on a monthly basis, including upcoming and adhoc client meetings
- Manage collateral and client database, assist in updating and maintaining the CRM database.
- Assist in KYC due diligence screening new and existing client accounts.
- Coordinate and set up internal meetings for the team.
- Coordinate and confirm on travel arrangements and appointments.
- Other ad hoc duties as assigned
Job Requirements:
- Polytechnic Diploma in related field (Economics, Finance, Accounting)
- More than 3-5 years experience as a team assistant, administrative or client servicing support role.
- Comfortable to work in fast paced environment
- Strong Microsoft Excel, PowerPoint, Mail merge skills. Knowledge of VBA or use of Excel Pivot tables is a plus.
- High sense of responsibility and attentive to detail.
