Administrative Associate
2 weeks ago
We are searching for a highly organized and detail-oriented Administrative Associate to join our wealth management team. You will be responsible for providing administrative support to a team of wealth managers, which includes managing documents, scheduling calendars, data entry, and general administration. If you possess the necessary skills and qualifications, and are committed to providing exceptional administrative support, we would love to hear from you.
How you can add value:- Assist wealth managers in managing documents for account opening, onboarding, KYC, and other regulatory tasks, ensuring compliance with industry standards and company policies. Review quarterly revenue reports and identify discrepancies
- 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.
- Collect, organize, and prepare expense claims
- Organize and schedule appointments and meetings
- Provide support in client marketing initiatives, including the preparation of presentation decks.
- Carry out other administrative support duties such as record keeping, arranging couriers, and other tasks as assigned
- A Diploma in Banking and Finance and/or at least 1 year of relevant experience in the financial industry or a MAS-regulated company is preferred
- A strong desire to learn, exceptional communication, organizational, and administrative support skills
- Proficiency in office application software, particularly Microsoft Excel, Google Sheets, and familiarity with private banks’ e-Banking platforms and reports
- Fluency in Mandarin is advantageous for effectively communicating with clients and wealth managers.
If you are interested, please send your CV to HR@azim.sg.
Tell employers what skills you have
Wealth Management
Onboarding
Microsoft Office
Microsoft Excel
Wealth
Private Banking
Administration
Marketing
Data Entry
Compliance
Attention to Detail
Administrative Support
Banking
account opening process
Team Player
KYC
Scheduling
Trading
Service Delivery
account opening
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