Investment Operations Executive (One Year Contract)

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IPP Financial Advisers Pte Ltd
Singapore
SGD 30,000 - 60,000
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Yesterday
Job description

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.

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