you exposure to the full admin and operations process. You'll be drafting proposals and client instructions instructions for LISP and unit trusts, processing transfers for financial products, including Section 14, 1-2 years' experience doing investment admin/processing or investment client service. Preference will
you exposure to the full admin and operations process. You'll be drafting proposals and client instructions instructions for LISP and unit trusts, processing transfers for financial products, including Section 14, 1-2 years' experience doing investment admin/processing or investment client service. Preference will
produce detailed process documentation, identify opportunities for business process re-engineering, and
you will play a crucial role in contributing to process optimization, improving business understanding understanding of operations, and establishing enhanced processes for stakeholder delivery. You'll be the go-to person
produce detailed process documentation, identify opportunities for business process re-engineering, and
transactions, support month-end and year-end closing processes, and coordinate office activities to ensure efficiency especially Excel, is essential. You should be process-oriented, with a strong awareness of cost and a
You will also aid the Financial Planners with processing new business and existing business like investments
You will also aid the Financial Planners with processing new business and existing business like investments
responsible for overseeing the month-end close process for multiple international entities. Your role
profitability through exceptional delivery and are process driven. What you'll be doing (and why you'll enjoy