Job Description:
Document & Form Processing
- Assist RMs in preparing, printing, and organizing standardized forms required for account opening, account maintenance, and various banking transactions.
- Manage the dispatch, data entry, scanning, filing, and progress tracking of internal approval documents.
- Assist with basic system data entry and initial formatting for KYC and AML profiles (no professional compliance review or direct client verification required).
- Guide clients through the activation and operation of online banking, track client form signatures, identify and compare AML lists.
Clerical & Administrative Support
- Handle daily administrative operations for the RM team, including ordering office supplies, printing business cards, processing expense reimbursements (e.g., taxi fares, entertainment expenses), and arranging business travel.
- Assist in scheduling internal and external meetings, which includes booking meeting rooms, preparing hard-copy materials, and printing presentations.
- Manage incoming and outgoing department mail and coordinate courier services.
Requirements:
- Proficient in the MS Office suite (Word, Excel, PowerPoint), with the ability to quickly format documents and organize data.
- Detail-Oriented & Highly Perceptive: Able to maintain strong focus and minimize errors when handling complex banking forms and numerical data.
- Communication & Coordination: Possesses a strong service-oriented mindset, with the ability to communicate effectively and smoothly with team members and cross-functional departments (e.g., Operations, Compliance)
- Proactive & Responsible: Strong execution skills with the ability to properly prioritize tasks to ensure administrative workflows are completed on schedule.
