- Outram Central Region (Singapore) Singapore
全职 Admin Executive (Investment Operations) 工作, 薪水 up to SGD 3,800, CROWNSTREAMS GLOBAL WEALTH ADVISORY PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl
Admin Executive (Investment Operations)
CROWNSTREAMS GLOBAL WEALTH ADVISORY PTE. LTD.
分享
保存
工作地点
职位描述
岗位职责
Job Summary
You will support advisers by preparing and processing client onboarding documents, managing Accredited Investor declarations, submitting client information for AML/KYC checks, processing insurance applications, and coordinating with stakeholders to ensure smooth application workflows.
Responsibilities
Prepare and process client onboarding documents for investment fund applications accurately and timely
Communicate with clients to collect and follow up on application information as needed
Verify Accredited Investor (AI) declarations and ensure all supporting documents are complete and compliant
Submit client information to external parties for AML/KYC checks and resolve any queries promptly
Process insurance applications submitted by advisers with attention to detail
Review all paperwork for completeness and accuracy before submission and follow up on missing items proactively
Liaise with advisers, fund partners, and service providers to maintain steady progress of applications
Perform additional administrative operations tasks as assigned to support team efficiency
Preferred competencies and qualifications
Diploma or Degree in any discipline
Comfortable using email, Excel, and online submission portals
Experience in financial services, insurance, or fund operations is advantageous but not required
Strong organizational skills to manage multiple applications simultaneously and follow up independently
Careful and detail-oriented with the ability to identify missing or inconsistent information
You will support advisers by preparing and processing client onboarding documents, managing Accredited Investor declarations, submitting client information for AML/KYC checks, processing insurance applications, and coordinating with stakeholders to ensure smooth application workflows.
Responsibilities
Prepare and process client onboarding documents for investment fund applications accurately and timely
Communicate with clients to collect and follow up on application information as needed
Verify Accredited Investor (AI) declarations and ensure all supporting documents are complete and compliant
Submit client information to external parties for AML/KYC checks and resolve any queries promptly
Process insurance applications submitted by advisers with attention to detail
Review all paperwork for completeness and accuracy before submission and follow up on missing items proactively
Liaise with advisers, fund partners, and service providers to maintain steady progress of applications
Perform additional administrative operations tasks as assigned to support team efficiency
Preferred competencies and qualifications
Diploma or Degree in any discipline
Comfortable using email, Excel, and online submission portals
Experience in financial services, insurance, or fund operations is advantageous but not required
Strong organizational skills to manage multiple applications simultaneously and follow up independently
Careful and detail-oriented with the ability to identify missing or inconsistent information
重要安全守则
申请工作时，切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容，请举报此招聘广告。
了解更多