Key Responsibilities

• Focus on ongoing business improvement projects specifically;
• Creation and fine-tuning processes within the organisation
• Participate in system enhancements discussion and its respective UAT
• Championing the use of new business processes and systems
• Work with Team Lead to liaise with external stakeholders for new onboarding of counterparties or to liaise with existing service providers to keep information up to date
• Work with Client Advisors and Assistant Client Advisors to provide administrative support and maintain the organisation of client data and records
• Perform any other ad-hoc projects as assigned by the team

Qualifications & Skills Required

• Minimally a Bachelor’s Degree in finance, banking, business, and/or related fields
• Prior internship experience in banks or immigration companies is preferred
• Excellent communication and interpersonal skills
• Detail-oriented with a high degree of accuracy
• Basic understanding of financial markets and investment principles