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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

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