Executive, Registrar & Transfer Agency

AHAM Asset Management Berhad; Kuala Lumpur; Sur place; MYR 28 000 - 45 000; Plein temps

Résumé du poste

AHAM Asset Management Berhad is seeking a detail-oriented candidate to support client onboarding data entry, verification, and processing activities. You will assist with account openings and maintain client information across onboarding channels.

The role emphasizes accuracy, teamwork, and the ability to meet deadlines, with overtime expected during busy periods. Fresh graduates are welcome to apply and will gain exposure to asset management operations.

Qualifications

• Fresh graduates are encouraged to apply.
• Diploma or Degree in Business Administration, Operations Management, or a related field.
• Strong attention to detail and good data entry/typing skills.
• Ability to work effectively as part of a team with a positive attitude and strong sense of responsibility.
• Willingness to work overtime when required to meet operational deadlines and business requirements.
• Ability to manage tasks efficiently in a fast-paced environment while maintaining accuracy and quality of work.

Responsabilités

• Assist with data entry, verification, and processing related to client onboarding.
• Process account openings for new and existing clients through onboarding channels.
• Update and maintain client information and records.
• Register bank accounts and PPA member registrations and nominations.

Connaissances

Data entry

Attention to detail

Teamwork

Overtime willingness

Formation

Diploma/Degree in Business Administration or related

Outils

MS Office

Description du poste

The successful candidate will be responsible for assisting with data entry, verification, and processing activities related to client onboarding, including:

• Account opening for new and existing clients through various onboarding channels.
• Client information updates and maintenance.
• Bank account registration.
• Private Pension Administrator (PPA) member registration and nomination processing.
• Other investor registration-related tasks as assigned from time to time.

In addition, the candidate will be required to:

• Verify the completeness and accuracy of application forms and supporting documents submitted by clients.
• Ensure all applications and supporting documents are properly uploaded into the system for record-keeping and audit purposes.
• Follow up promptly on incomplete applications to ensure timely resolution and completion.
• Maintain proper filing and documentation records in accordance with operational procedures.
• Perform housekeeping, administrative, and other related duties as assigned.

Requirements

• Fresh graduates are encouraged to apply. This role offers valuable exposure and a strong foundation in client onboarding and operational processes.
• Diploma or Degree in Business Administration, Operations Management, or a related field.
• Strong attention to detail and good data entry/typing skills.
• Ability to work effectively as part of a team with a positive attitude and strong sense of responsibility.
• Willingness to work overtime when required to meet operational deadlines and business requirements.
• Ability to manage tasks efficiently in a fast-paced environment while maintaining accuracy and quality of work.

What We're Looking For

• Meticulous and organized individual.
• Strong sense of accountability and ownership.
• Eagerness to learn and contribute to a collaborative team environment.

Transfer Agency

Key Responsibilities

• Administer and ensure the daily unit trust operations run smoothly.
• Check and ensure clients details information are captured accurately in the system.
• Ensure daily sales, redemption, switching, transfer transactions and any other transactions in regards to the unit trust are recorded accurately in the system.
• To capture, process and keep safe information pertaining tor clients’ transactions into an electronic system of data storage.
• Check report accuracy and ensure official receipts and confirmation letters/advices are generated and send to clients/IUTAs.
• Calculate units required for allocation and prepare creation/cancellation letters to trustees, if required
• Liaise with internal IT and external system consultant/vendor to ensure system integrity and enhance system efficiency, if required.
• Prepare monthly, yearly SC, EPF reports and submission on time as per dateline set, if required.
• Ensure the transaction being captured into system correctly for the commission calculation.
• Prepare and submit reports in relation to sales and agents’ performance to management on weekly, monthly or ah-hoc basis; if required
• To assist IUTA, PWB, ITB, ICH & PB departments as well as Sales Support Department in matter relating to operations.
• Perform system UAT testing as and when there is any system enhancement, if required.
• All other matters ancillary to the above.
• To perform any other duties that management may require from time to time.

Requirements

• Degree or Diploma in Business, Finance, or other related disciplines.
• Strong computer literacy, with the ability to work efficiently using standard office applications.
• Ability to perform effectively as a positive and collaborative team member.
• Quick learner who is highly observant, detail-oriented, and adaptable to change.
• Willingness to work overtime when required to meet tight deadlines.
• Fresh graduates are welcome to apply.

At AHAM Capital, people are its greatest assets. We value diversity and inclusivity. To us, this means bringing together a group of qualified professionals with a varied range of skillset and experiences into a fair and respectful workplace to harness the strengths of cultural and individual differences for the accomplishment of our collective goal.

We believe in equal opportunity in employment and treating all individuals with respect and dignity. Our employment decisions are guided by an objective assessment of the candidate, irrespective of ethnicity, religion, gender, nationality and other non-merit factors.

Due to the high volume of applications, we are unable to acknowledge every application. If you are selected for an interview, we will contact you within the next 7 days. However, if we think that your skills and qualifications may be suitable for other similar positions, we may hold your details on our database and contact you in the future.