Responsibilities
- To provide the Financial Adviser operational and administrative support such as appointment scheduling;
- To support the Financial Adviser in the administrative aspects of his advisory business such as handling day-to-day processing of client trades;
- Resolve any transactional and operational issues and follow-up on outstanding cases;
- Undertaking any other adhoc projects as assigned by the Financial Adviser from time to time.
Requirements
- Degree / Diploma in any discipline / A-level Holders;
- Excellent follow up, organizational and communication skills (verbal and written);
- Meticulous, self-motivated, proactive and have a sense of responsibility;
- Ability to multi-task and work under time pressure;
- Prior experience in Financial Services will be an advantage;
- Candidates without working experience are encouraged to apply.
All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified.
Note: Job responsibilities / requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment.
