Responsibilities/Tasks:

• 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