Operations Assistant, Account Management Team (12 Months Contract)

KGI SECURITIES (SINGAPORE) PTE. LTD.

Singapore, Singapore
Not specified
Detail-oriented with ability to multi-task
Experience in fast-paced environment
Cdd and source of wealth documentation
KGI Securities (Singapore) Pte. Ltd. is seeking an Operations Assistant for a 12-month contract within their Account Management Team. The role involves reviewing account openings, data entry for client onboarding, and providing administrative support, requiring attention to detail and the ability to work in a dynamic environment

Job Summary

  • The role involves reviewing account opening documents for various client types including Individual, margin, SBL, Corporate, and Estate accounts.
  • Candidates will be responsible for ensuring all CDD and source of wealth corroboration documentation is complete and accurate.
  • The position requires providing timely administrative support to the team and preparing daily and monthly client statements.

Matching Summary

Match Score: 75

KGI Securities (Singapore) Pte. Ltd. is seeking an Operations Assistant for a 12-month contract within their Account Management Team. The role involves reviewing account openings, data entry for client onboarding, and providing administrative support, requiring attention to detail and the ability to work in a dynamic environment.

Skills & Requirements

Must-have

  • Detail-oriented with ability to multi-task
  • Experience in fast-paced environment
  • CDD and source of wealth documentation

Nice-to-have

  • Ability to work independently
  • Proactive administrative support skills
  • Financial industry experience preferred

Key Requirements

  • GCE O Level/ A Level and above education
  • Detail-oriented mindset required
  • Ability to work in a fast-paced environment

Work Rights

Not specified

Tailored Resume

Cover Letter