- 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