Projects and Support Admin Assistant in Wealth Management Team (Renewal contract)
Global Associate
- Company Industries:Human Resources Management/Consultancy
Job Information
- Post Date:2019-04-16
- Career Level:Entry Level
- Location:Quarry Bay
- Yr(s) of Exp:2 years
- Qualification:Degree
- Salary:HK$17,000 - 25,000 /month (negotiable)
- Employment Type:Full Time
- Job Function:Administration / Operation Manager Order Processing & Operation / Settlement Wealth Management &n
Job Description
Duties:
- Work closely with Front Office to render support for Enhanced /special mail, statements and advices duplicates, e-Banking applications, return mails, and queries
- Perform qualitative and quantitative check to ensure instructions are processed accurately and time
- Check daily audit log reports
- Ensure all client files are stored accordingly (electronically and in paper format)
- Support Regional Processing Center in providing client information as required
- Prepare management and activity statistical reports, analyse and and explain trends in volume activity
- Ensure timely processing of static data updating requests
- General clerical works including but limited to record retention, scanning, indexing and validating image of legal document
- Work within a team – with an adaptable flexible approach, coordinate with team members and Front Office to resolve complex cases and address issues in a timely manner
- Liaise regularly with the the major internal groups to ensure a smooth on boarding process
- Other duties
Requirements:
- Minimum 2 years of relevant working experience
- Bachelor’s level degree or professional qualification
- Understand the principles and be familiar with Wealth Management products and types of customers
- Fluent in English (spoken and writte
- Good communication skills
- Excellent PC skills, especially in Excel. Knowledge of ACCESS is an advantage
Please send your CV in word format to Ms. Jackie WONG: jackie.wong @globalassociates.com and cc to [email protected] globalassociates.com
Company Info
Our client is an International supply chain company. It has an immediate opening for the position of Manager – Support Operations (Analytics) – Supply Chain
Contact
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