Operations Executive – MY (Fresh graduates are welcome to apply)

iFAST Capital Sdn Bhd; Kuala Lumpur; On-site; MYR 30,000 - 40,000; Full time

Job summary

A financial services company in Kuala Lumpur is seeking an Operations Executive. The role involves performing daily operational tasks for investment products like Unit Trusts and Bonds. Responsibilities include managing corporate actions, handling client requests, maintaining account information, and supporting the team. Candidates with a Degree in relevant fields are encouraged to apply, especially fresh graduates with internship experience. Proficiency in Microsoft Excel is preferred, with an emphasis on attention to detail and strong communication skills.

Qualifications

• Fresh graduates encouraged; relevant internship experience is advantageous.
• Ability to manage multiple tasks and work independently.
• Strong sense of responsibility and reliability.

Responsibilities

• Perform daily operational processing for investment products.
• Manage corporate actions and client transfer requests.
• Review and maintain client account information.

Skills

Proficiency in Microsoft Excel

Responsive communication

Self-motivated

Attention to detail

Education

Degree in Accountancy, Banking and Finance, Business, Economics, or related fields

Job description

Operations Executive – MY (Fresh graduates are welcome to apply)

Perform end-to-end daily operational processing for all investment products, including Unit Trusts, Bonds, Stocks & ETFs (various markets) and Managed Portfolios. This includes transaction processing, order execution and submission, unit allocation, Free-of-Payment instructions, reconciliation, and other related operational tasks.

Manage corporate actions across different products and markets. This includes entitlement checks and allocation, payout processing, and handling voluntary/mandatory corporate action tasks.

Handle client transfer requests and ensure proper documentation, verification, and timely processing.

Review, approve, and maintain client account information, as well as handle corporate account onboarding and approval, including document checking and ensuring all requirements meet internal and regulatory standards.

Maintain and update fund-related documents and product information to ensure accuracy and timeliness.

Prepare commission reports, fee reports, and other product-related reports on a scheduled or ad-hoc basis.

Provide administrative and operational support to the team and assist the manager with daily tasks, escalations, and cross-team coordination.

Participate in system enhancement initiatives, including requirements discussion, workflow review, and User Acceptance Testing (UAT).

Perform any other ad-hoc tasks or projects assigned by the Manager or Head of Department.

Requirements:

Candidate must possess a Degree in Accountancy, Banking and Finance, Business, Economics, or other related fields.

Fresh graduates are encouraged to apply. Relevant internship experience or academic projects will be an added advantage.

Proficiency in Microsoft Excel is preferred.

Responsive, professional, and proactive in communication.

Self-motivated and able to manage multiple tasks.

High level of attention to detail, hardworking and carries a strong sense of responsibility.

Able to work independently, reliable and takes initiative.

Applicants are invited to email us a comprehensive resume with the following details via \"Apply Now\" button with:

(1) Qualifications

(2) Skills

(3) Working Experience

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.

Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.

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