Administrative Support (Client Servicing) (6 months)

Ambition Group Singapore Pte. Ltd. (SG); Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A recruitment agency in Singapore seeks a candidate to assist with KYC due diligence, manage client documents, and perform administrative tasks. The ideal candidate holds a Polytechnic Diploma in Economics, Finance, or Accounting and has at least 1 year of relevant experience. This role involves handling documents and communications with clients and distributors.

Qualifications

• At least 1 year of experience as a team assistant, administrative or client servicing support role.

Responsibilities

• Assist with KYC due diligence for existing client accounts.
• Upload daily NAVs for funds on the company websites.
• File and organize KYC documents and related correspondence.

Education

Polytechnic Diploma in Economics, Finance, Accounting

Job description

Responsibilities

• Assist with KYC due diligence for existing client accounts, including name screenings.
• Upload daily NAVs for funds on the company websites.
• Upload indicative holdings files for ETFs to the websites.
• Upload key fund documents like prospectuses, fact sheets, and annual/semi‑annual reports to the websites.
• File and organize KYC documents and related correspondence.
• Send old documents to storage.
• Shred outdated or unnecessary documents.
• Scan and forward returned mail and shred it afterward.
• Open and scan incoming mail, and manage requests from distributors.
• Handle requests for printed copies of annual/semi‑annual fund reports, print the necessary reports, and mail them out.
• Maintain distribution lists for sending reports and updates to clients.
• Update fund templates for external data providers.

Requirements

• Polytechnic Diploma in Economics, Finance, Accounting
• At least 1 year of experience as a team assistant, administrative or client servicing support role.

Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385).

Shortlisted candidates will be notified.

Data provided is for recruitment purposes only.

www.ambition.com.sg

EA Registration Number: R22104385

Business Registration Number: 200611680D. Licence Number: 10C5117