Roles & Responsibilities
Job Purpose Summary :
To provide middle office support within the following areas :
- oversee input of client information and integrity of the database systems (Viewpoint)
- general day to day support for front office
- assist compliance with KYC matters, relating to client information and the database systems, and ongoing compliance checks like name screening
Job Scope / Responsibilities :
1. To act as a gatekeeper with day-to-day oversight of system software (Viewpoint, CLMi and related database tools), including but not limited to :
Inputting and extracting data / documents timely and accuratelyApply basic analytical reasoning to identify irregularities in the data and have these irregularities resolvedAttend to queries relating to system softwareGenerate reports for various teams upon requestMonitoring adherence to data / document management policy and procedures, recording and remediation of information in database systems.Assist with adhoc projects assigned by the Head of Department2. To support Compliance function with the following matters relating but not limited to :
Ensure that all KYC documents are properly certified and completed based on Compliance policy / procedurePerform name screening via World Check and Google Searches on clients3. To support and liaise with all front office teams and external contacts in matters relating to but not limited to general corporate support.
4. Assist with other administrative works and ad hoc duties / projects assigned as assigned by management / manager.
Skills and Competencies :
Works well with timelines while maintaining attention to detailsAble to work independentlyPrefer Singapore Citizen or Permanent ResidentDegree or equivalentFresh graduates and those with no prior experience are welcome to apply as training will be provided (experience is a plus)Training will be provided.Tell employers what skills you have
Outlook
Microsoft Office
Microsoft Excel
Middle Office
Analytical Reasoning
Wealth
Administration
Data Entry
Compliance
Attention to Details
Administrative Support
Banking
Team Player
Microsoft Word
KYC
Screening
Able To Work Independently