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.
Notes: If you’re interested with the above job, please click button [Apply the job @Company’s site] below to brings you directly to the company’s site.
Job Features
| Job Category | Finance & Accounting |
| Job Location | SIN (SINGAPORE CHANGI INTL), Singapore |