Junior Secretary (Financial Institution)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 35,000 - 50,000; Full time

Job summary

A recruitment agency in Singapore is seeking a team assistant to manage KYC documentation and support daily operations. The ideal candidate will hold a Polytechnic Diploma in Economics, Finance, or Accounting, and have at least one year of experience in an administrative or client servicing role. Responsibilities include uploading fund documents to the company websites, handling client requests, and organizing KYC files efficiently.

Qualifications

• Minimum 1 year of experience in administrative or client servicing support role.
• Familiarity with KYC processes and document organization.

Responsibilities

• Assist with KYC due diligence for existing client accounts.
• Upload daily NAVs for funds on company websites.
• Organize and manage KYC documents and related correspondence.
• Handle requests for annual/semi-annual fund reports.

Skills

KYC due diligence

Document management

Client servicing

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• Shred outdated or unnecessary documents.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