Job description
Job Responsibilities:
Supporting the sales team in producing accurate and prompt department reports
Liaise with internal stakeholders to obtain inputs for RFPs, reports and presentation materials for prospects.
Prepare and update performance and factsheet pages for fund presentations on a monthly basis, including upcoming and adhoc client meetings
Manage collateral and client database, assist in updating and maintaining the CRM database.
Assist in KYC due diligence screening new and existing client accounts.
Coordinate and set up internal meetings for the team.
Coordinate and confirm on travel arrangements and appointments.
Other ad hoc duties as assigned
Job Requirements:
Polytechnic Diploma in related field (Economics, Finance, Accounting)
1 year of experience as a team assistant, administrative or client servicing support role.
Comfortable to work in fast paced environment
Strong Microsoft Excel, PowerPoint, Mail merge skills. Knowledge of VBA or use of Excel Pivot tables is a plus.
High sense of responsibility and attentive to detail.
