minimum of 3 years of working experience in an admin support/Paraplanner role working for an independent
towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
towards achieving client retention, PDA collection, admin fee collection, query resolution turnaround times
of the Properties accounting, financial and secretarial services herein, to the Company as may relate
of the Properties accounting, financial and secretarial services herein, to the Company as may relate
Bloomberg Data Licence Queries and adhoc Bloomberg admin queries. Assist compliance officer in investigating
Bloomberg Data Licence Queries and adhoc Bloomberg admin queries. Assist compliance officer in investigating
Support the general office management including reception, facilities, meeting room management, stationery
Support the general office management including reception, facilities, meeting room management, stationery
suppliers Collaborate with brokers and agents regarding admin & statement enquiries Risk Management Ongoing