• Provide secretarial and administrative support to Chief Marketing Officer.
Team Secretary (Investment Management) #HJX
Administrative Support to Client Services Team
• Prepare documents (e.g. IMAs, account profiles, supplementals) for execution/circulation, presentation materials and reports for meetings, letters to clients; draft replies/letters, prepare monthly report for management reporting, monthly and adhoc reports to clients.
• Update and maintain records of clients’ data; maintain filing system for proposals, presentations, minutes of meetings, and email correspondences/letters, etc. with clients.
• Update Operations Manual for compliance purposes where necessary; attend to Regulatory Compliance's requests for audit purposes; conduct AML/PEP checks.
• Assist in operational risk management matters like risk and control assessment/scorecard.
• Keep track and follow up on required documentation and other matters that the team need to take action.
Provide administrative support to BD Division:
• Make travel arrangements, prepare pre-trip procurements and do post-trip claims in addition to other business-related claims like transport, entertainment, etc.
• Print and bind presentations.
• Arrange meetings; prepare set-up at meetings, etc.
• Assist in other work/project assigned from time to time e.g. division events.
Job Requirements:
• Diploma or Degree in Business Administration, Banking & Finance, or a related discipline.
• Minimum 3 years’ relevant secretarial experience, preferably from the financial industry would have an added advantage.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and basic office systems.
• Calendar management: scheduling, coordinating meetings, sending invites, booking rooms would have an added advantage.
Interested candidates, please send in your resume to jonathanlim@recruitexpress.com.sg
Jonathan Lim Yu Xiang
Recruit Express Pte Ltd EA
Licence No: 99C4599
CEI Registration Number: R22110657
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