Investment Operations Executive (One Year Contract) - Toa Payoh

apartmentIPP Financial Advisers placeToa Payoh schedulePart-time calendar_month 

Job Scope:

  • Handle day-to-day investment operations/ submission matters. Conduct pre-submission and post-submission checks on investment submissions.
  • Liaises with fund houses & investment administrator platforms on operation matters
  • Daily transactions data entry into Company’s Client Database
  • Handling and responding to queries from Financial Advisory Representative (FAR).
  • Assist other departments in operational matters when necessary.
  • Any other responsibilities and ad-hoc duties assigned.
  • Assist Director on administrative and operational matters.

Requirements:

  • Diploma holder with working experience in Financial Services preferred
  • Prior working experience in fund or IFA operations preferred
  • Ability to work effectively with others, be prepared to take a supportive role where required, assist others at short notice
  • Able to work independently with minimum supervision, meticulous, adaptable with ability to work under pressure
  • Proficient in MS Office applications and end–user computing skills
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