We are seeking a highly organized and detail-oriented Administrative Associate to join our dynamic wealth management team. The successful candidate will play a crucial role in providing comprehensive administrative support to our team of wealth managers, ensuring smooth operations and exceptional client service delivery.
How You Can Add Value
- Assist wealth managers in executing trades and managing documentation for account opening, onboarding, KYC, and other regulatory tasks, ensuring compliance with industry standards and company policies.
- Review and reconcile quarterly revenue reports meticulously to identify and rectify discrepancies.
- Conduct data entry tasks efficiently to record trades and other relevant activities, maintaining precise and up-to-date records.
- Provide support in client marketing initiatives, including the preparation of presentation decks.
- Organize appointments and meetings.
- Perform other administrative tasks such as record-keeping, coordinating couriers, and other ad-hoc duties as assigned.
What You Bring
- A Diploma in Banking and Finance and/or 2-3 years of relevant experience in the financial industry or within a MAS-regulated company is preferred.
- Strong desire to learn, exceptional communication, organizational, and administrative support skills.
- Proficiency in office application software, particularly Microsoft Excel and Google Sheets.
- Familiarity with private banks e-Banking platforms and reports is advantageous.
- Fluency in both Mandarin and English is essential for effectively communicating with Chinese-speaking clients and wealth managers.
If the above describes you, please send your CV to [Confidential Information].
