Admin Executive (Private Banking) - 6 Months

RecruitFirst; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is looking for a candidate to handle the end-to-end account opening process, manage risk profile renewals, and perform various administrative duties. The ideal candidate has a Polytechnic Diploma and is proficient in MS Office. Strong communication skills and attention to detail are required for this role.

Qualifications

• Strong communication skills and able to work across business teams.
• Meticulous, responsible, and committed to completing assigned tasks.

Responsibilities

• Handle end-to-end account opening process.
• Process Portfolio Risk Profile renewals.
• Prepare and update monthly reports to track risk profiles due for renewal.
• Perform other administrative and ad-hoc duties as assigned.

Skills

Proficient in MS Office (Word & Excel)

Strong communication skills

Meticulous

Education

Minimum Polytechnic Diploma

Job description

Handle end-to-end account opening process, including creation of accounts in the Private Banking system and generation of client letters

Process Portfolio Risk Profile renewals

Extract documents requested by Business Risk Management and Auditors for testing or review

Prepare and update monthly reports to track risk profiles due for renewal

Transmit daily transactions to Operations for processing

Prepare documents for archival and manage inventory of files sent to ScanHub

Perform other administrative and ad-hoc duties as assigned

Requirements

• Minimum Polytechnic Diploma
• Proficient in MS Office (Word & Excel); knowledge of macros is an advantage
• Strong communication skills and able to work across business teams
• Meticulous, responsible, and committed to completing assigned tasks