
Operations (Account Management Team), 6 Months Contract
4 weeks ago
Join to apply for the Operations (Account Management Team), 6 Months Contract role at KGI Singapore .
Responsibilities- Review account opening documentation to ensure all required documents are in order, e.g., Individual, Margin, SBL, Corporate, and Estate.
- Perform client onboarding data entry, including account opening and static updates.
- Conduct clerical functions such as scanning, uploading documents into databases, and packing files for storage.
- Provide administrative support to team members promptly and diligently.
- Advise TR/Marketer on existing and new account openings and static data input.
- Ensure all CDD and source of wealth documents are complete and in place.
- Support the team in checking signature updates.
- Perform any other ad-hoc responsibilities as assigned.
- Detail-oriented
- Ability to work independently and multitask
- Ability to work in a fast-paced environment
- Education: GCE O Level / A Level and above
- Experience in the financial industry is a plus but not compulsory
- Seniority level: Entry level
- Employment type: Contract
- Job function: Management and Manufacturing
This job posting is active. No indication that it has expired.
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