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.