NEW- 6 Months Client Services/ Admin Support Associate (Financial Industry)

Job Responsibilities:

· Assist in KYC due diligence reviews for existing client accounts, including name screening and documentation checks.

· Upload indicative ETF holdings and fund documents (e.g., prospectus, PHS, factsheets, annual/semi-annual reports) to relevant platforms.

· Maintain accurate filing of KYC documents and client correspondence.

· Manage document lifecycle tasks, including archiving old documents to warehouse storage and securely shredding outdated materials.

· Scan and forward returned mail envelopes to counterparties and dispose of them securely post-processing.

· Open and scan incoming physical mail for distributor

· Handle investor requests for printed copies of fund reports: verify holdings, print appropriate documents, and manage mailing.

· Maintain and update distribution lists for client communications related to reports and corporate actions.

· Update and manage fund data templates for external data providers.

· Adhoc tasks and projects as assigned

Job Requirements

· Minimum Diploma in a related discipline

· Minimum 1 year of relevant admin experience

· Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to joseph.koh@ambition.com.sg

Attention to Joseph Koh Wei Jie (R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number: 200611680D. License Number: 10C5117