Administrator Support Trust Corporate
Administrator Support Trust Corporate
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5years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
- Create CDD and physical client files and folders for individuals and entities.
- Undertake screening on contracting parties existing clients and ongoing transactions and updating false positive log and disregarding hits if any with the assistance of the administrator.
- Open client bank accounts and investment brokerage accounts.
- Amend signatories on existing bank accounts and investment brokerage accounts and first signature by the Client Executive.
- Process daytoday client payments and preparing transfer instructions and ensure fully signed pack is saved on the same day.
- Assist in preparation of packs for the client committee.
- Assist with filing of documents in physical files.
- Assist with debt collection of any overdue fees as and when requested by administrators.
- Assist with completion of transfer out of entities including scanning and making a copy of the files following completion of paperwork by administrators / client executives.
- Help the Front Desk support in terms of cover as needed.
- Participate in project related tasks and any cognate duties as assigned by the Manager or the Board.
- Assist with statutory filing with all local authorities (ROC FSC and MRA).
- Respond to all internal communication within 1 business day.
Requirements
Experience in the financial services industry will be an advantage including exposure to administrative tasks/file & data management.
Undergraduate degree/diploma or students enrolled for professional qualifications
Ability to work under pressure and meet tight deadlines.
Acute attention to detail and good time management.
Excellent team player and willing to go the extra mile with good communication skills.
Ability to deal with assigned tasks in a timely and proactive manner.
Employment Type
Full Time
