Financial Operations Coordinator

1 week ago


Singapore AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. Full time
Job Summary

We are seeking a highly organized and detail-oriented Financial Operations Coordinator to join our dynamic wealth management team at AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD.

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.
Key Responsibilities:

  • 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.
Requirements:
  • 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.
Estimated Salary: SGD $45,000 - SGD $65,000 per annum

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