Sales Support Assistant (Asset Management Industry)

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 30,000 - 50,000; Full time

Job summary

A recruitment agency in Singapore seeks a candidate for tasks involving KYC due diligence and fund document management. Responsibilities include reviewing client accounts, uploading NAVs, and maintaining distribution lists. Candidates should possess a minimum diploma and 1 year of relevant experience, with an immediate availability preferred. Successful applicants will coordinate various administrative tasks while supporting the team with projects.

Qualifications

• Minimum 1 years of relevant experience.
• Able to start immediately or within short notice.

Responsibilities

• Conduct KYC due diligence reviews for existing client accounts, including name screening.
• Upload daily NAVs and ETF holdings for various funds.
• Upload fund documents to websites.
• File, archive, and organize KYC documents.
• Scan and process returned mail and distributor requests.
• Maintain distribution lists for reports.
• Update fund templates and proofread documents.
• Support team with projects and ad-hoc tasks.

Education

Minimum Diploma in a related discipline

Job description

Job Responsibilities:

• Conduct KYC due diligence reviews for existing client accounts, including name screening.
• Upload daily NAVs and ETF holdings for Singapore, Hong Kong, and Luxembourg funds to websites
• Upload fund documents (prospectus, PHS, factsheets, annual/semi-annual reports) to websites.
• File, archive, and organize KYC documents and correspondence; manage shredding and warehouse transfers of old documents.
• Scan and process returned mail and distributor requests; handle printing and mailing of fund reports.
• Maintain distribution lists for reports and corporate action emails to clients.
• Update fund templates for data providers and proofread documents.
• Support team with projects and ad-hoc tasks as required.

Job Requirements

• Minimum Diploma in a related discipline
• Minimum 1 years of relevant experience
• Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [e-mail]

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

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