Operations Admin Executive
Job Summary
The Operations Admin Executive will handle data management, document processing, and operational coordination to support client trust accounts and workflows. Responsibilities include maintaining records, assisting with KYC compliance, and preparing operational reports. Candidates should have a relevant degree, proficiency in Microsoft Office, and strong attention to detail.
Responsibilities
- Data Management & Entry
- Document Processing
- Operational Coordination
- Meeting & Reporting Support
- Compliance Assistance
Required Skills
- Diploma or Bachelor's Degree
- Proficiency in Microsoft Office Suite
- Strong data validation skills
- Basic understanding of KYC protocols
Job Details
Data Management & Entry: Assist in updating and maintaining accurate digital and physical records for client trust accounts, transactions utilizing Microsoft Office and the company portal.
Document Processing: Support the team in tracking, scanning, and filing trust deeds, as well as client and agent onboarding documents. To support data validation and the creation of reliable, fact-based reports
Operational Coordination: Help process routine operational administrative workflows, along with any ad hoc tasks.
Meeting & Reporting Support: Assist in preparing daily, weekly, monthly operational trackers, and follow up on pending internal action items.
Compliance Assistance: Learn and apply industry regulatory standards by helping to ensure all client files meet internal compliance and Know-Your-Customer (KYC) guidelines, ensuring accurate and complete documents are received.
Requirements:
1. Education: Diploma or Bachelor's Degree in Business Administration, Finance, or a related field.
2. Software Tools: Proficiency in Microsoft Office Suite (especially Excel and Word) and comfort learning proprietary internal portals.
3. Data Accuracy: Strong data validation skills with a sharp eye for detail to ensure error-free report generation.
4. Compliance Awareness: Basic understanding of KYC (Know-Your-Customer) protocols and document compliance is highly preferred.