Job Scope:
Handle day-to-day investment operations and submission matters. Conduct pre-submission and post-submission checks on investment submissions.
Liaise with fund houses and investment administrator platforms on operational matters.
Daily transactions data entry into the Company’s Client Database.
Handle and respond to queries from Financial Advisory Representatives (FAR).
Assist other departments in operational matters when necessary.
Perform any other responsibilities and ad-hoc duties assigned.
Assist the Director with administrative and operational matters.
Requirements:
Diploma holder with working experience in Financial Services preferred.
Prior working experience in fund or IFA operations preferred.
Ability to work effectively with others and take a supportive role when required, assisting others at short notice.
Able to work independently with minimum supervision, meticulous, adaptable, and able to work under pressure.
Proficient in MS Office applications and end-user computing skills.