Job Description

Key Responsibilities:

Client Acquisition & Onboarding:

Support identifying, acquiring, and onboarding new clients through outreach, digital marketing, and referrals. Ensure smooth handover from sales to client servicing.

Financial Database Management:

Help create, update, and maintain accurate client financial records. Coordinate data collection, ensure compliance, and assist directors with database structuring.

Compliance & Regulatory Support:

Assist in maintaining up-to-date documentation for audits and ensure adherence to regulatory standards.

Operational Support:

Execute daily operational tasks, follow up on pending items, coordinate with CRM for client updates, and handle scheduling and documentation.

Reporting & Process Improvement:

Assist in preparing management reports, suggest workflow improvements, and actively contribute to team discussions on operations.

Qualifications:

Education:

Bachelor's in Business Administration, Finance, or related field.

Experience:

Fresh graduates or candidates with up to 1 year of experience are welcome.

Skills:

Strong organization and attention to detail, proficiency in MS Office, ability to multitask in a fast-paced setting, and basic knowledge of financial services (preferred).
Job Types: Full-time, Permanent

Pay: ?25,000.00 - ?50,000.00 per month

Experience:

Finance operations: 1 year (Required)
Work Location: In person