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Administrative Associate
1 week ago
AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD. Singapore**Administrative Associate · We are searching for a highly organized and detail-oriented Administrative Associate to join our wealth management team. You will be reporting to one of our wealth management teams and be responsible for providing administrative support to a team of w ...
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Administrative Associate - Singapur, Singapore - AZIMUT INVESTMENT MANAGEMENT SINGAPORE LTD.
2 weeks ago
Description
Roles & ResponsibilitiesWe are seeking a highly organized and detail-oriented Administrative Associate to join our dynamic wealth management team. 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.
How you can add value:
· 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.
What you bring:
· 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.
If the above describes you, please send your CV
Tell employers what skills you haveWealth Management
Outlook
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
Interpersonal Skills
Inventory
Wealth
Administration
Data Entry
SharePoint
Attention to Detail
Administrative Support
Banking
KYC
Service Delivery