Snr Client Servicing, Onboarding (Banking, Temp 6 month contract, Central)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading employment services firm in Singapore is seeking a candidate for a business support role. Responsibilities include generating reports, preparing payment documents, assisting in reviews, and account management tasks. The ideal applicant is proficient in Advanced Microsoft Excel, holds a relevant degree, and is skilled in financial operations. This position provides a great opportunity to contribute to dynamic business functions.

Qualifications

• Strong understanding of financial operations and reporting.
• Ability to assist in multiple review exercises.

Responsibilities

• Assist in generating daily, weekly, monthly reports from BOSG system.
• Prepare Payment and Receipt Advice for vendor payments.
• Assist in yearly/monthly review exercises.
• Help in account opening and periodic review processes.

Skills

Proficient in Advanced Microsoft Excel

Proficient in Microsoft PowerPoint

Education

Degree in Business and Finance, Business Administration, Operations Management or related disciplines

Job description

Responsibilities

• Business Support:
  • Assist in generating daily, weekly, monthly reports from BOSG system.
  • Assist in preparation of Audit Confirmation for clients.
  • Assist in preparation of Transaction Advice: Account Opening, Statement Request and Audit Confirmation.
  • Corporate Access Events: Assist in providing Analec support and assist in Corporate Access Events preparation.
• Payment & Invoicing:
  • Prepare Payment and Receipt Advice for vendor payments and invoicing for CSA.
  • Send instructions to Finance to raise Invoices.
  • Obtain approval for payments and prepare relevant documents to upload into COUPA.
• Yearly/Monthly Review:
  • Assist in W8BEN‑Renewal exercise, Accredited Institutional (AI) review, BCAN quarterly review, Broker Review and Annual recalcitrant exercise.
  • Assist to perform quarterly system access review & monthly door access review.
• Account Opening/Periodic Review:
  • Assist in name screening (including hits disposal) for account opening, vendor due diligence, periodic review.
  • Perform checks on Account Opening/Periodic review documents & ensure completeness.

Requirements

• Business and Finance, Business Administration, Operations Management or related disciplines preferred.
• Proficient in Microsoft Office especially in Advanced Microsoft Excel & Microsoft PowerPoint.

A License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No. R22108969

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