• Responsible for ensuring timely, complete and accurate processing.
  • Processing of hold mail for Wealth Management Client and ensuring that all documents are being printed and burned into CD format accordingly.
  • Enveloping of daily advices
  • Escalation to stakeholder on any issues pertaining to month end statements and daily advices.
  • Generation of reports on a monthly basis
  • Input of client details in Signet - Signature Verification System.
  • Scanning of account documents into KOFAX
  • Issuance of user ID and password for existing and new clients
  • Token issuance to external client
  • Processing of daily account closure report
  • Dispatching of closure letter to clients

Experience / Exposure

  • Independent and proactive working with good communication skills
  • Excellent team worker, able to work in virtual global teams in a matrix organization
  • High attention to details and good time management skills required
  • Ability to work in a fast paced environment and keep up with technology innovation
  • Tertiary education: Diploma in Banking and Finance

Salary Range: $3,000 - $4,000 Per Month