Operations Assistant, Account Management Team (12 Months Contract)

KGI Singapore; Singapore; On-site; SGD 30,000 - 42,000; Full time

Job summary

KGI Singapore is seeking a detail-oriented administrator to support client onboarding and account opening processes. You will ensure all documents are in order and data is accurately entered, while handling clerical tasks such as scanning, uploading, and file storage.

The role requires independence and the ability to multi-task in a fast-paced financial environment. Responsibilities include advising on existing and new account openings, validating CDD and source-of-wealth documentation, and

Qualifications

• Detail-oriented and able to work independently.
• Ability to work in a fast-paced environment.
• Education: GCE O Level / A Level and above.
• Experience in financial industry is not compulsory but a plus.

Responsibilities

• Review account openings and ensure all documents are in order (Individual, margin, SBL, Corporate, Estate).
• Onboard clients data entry such as account opening and static updates.
• Perform clerical tasks: scanning, uploading documents, and packing files for storage.
• Provide administrative support to team in a timely, proactive, and diligent manner.
• Advise TR/Marketer on existing and new account openings and static data input.
• Ensure all CDD and source of wealth documentation are in place.
• Support checking signature updates and prepare daily/monthly client statements.
• Handle ad-hoc duties as assigned.

Skills

Detail-oriented

Independent worker

Multi-tasking

Fast-paced

Education

GCE O Level / A Level or above

Job description

• Reviewing of account opening and ensure all documentations are in order upon opening, eg: Individual, margin, SBL, Corporate and Estate.
• Client onboarding data entry eg: account opening, static updates.
• Able to perform clerical functions of scanning, uploading of documents into databases and packing the files for storage in warehouse.
• Provide administrative support to team members as required in a timely, proactive and diligent manner.
• Provide advice to TR/Marketer relating to existing and new account opening as well as static data input.
• Ensure all the CDD and source of wealth corroboration documentations received are in place.
• Provide support to other team regarding checking of signature updates.
• Prepare and manage daily and monthly client statements.
• Any other ad-hoc responsibilities assigned.

Requirements

• Detail-oriented
• Ability to work independently and multi-task.
• Ability to work in a fast-paced environment.
• Education: GCE O Level/ A Level and above
• Experience in Financial industry is not compulsory but a plus.