banking processing team

Overview

Who you'll be working for

What requirements you'll need to be eligible

• Min Diploma Holder
• Good to have previous private banking administrative experience

What you'll be doing on the job

• Admin support for the Front Office (including SCAs)
• Process client onboarding documentation check and provision of general services to Front Office staff
• Cover/ support activities part of end to end client lifecycle - from onboarding to static maintenance to account closure
• Work with Front Office to submit instruction to middle office/ back office
• Depending on the task, it may include entry into system
• Adhere to Internal policies & procedures and escalate where necessary
• Handling internal account opening/maintenance/closure instructions and internal transfer
• Preparation of clients letters
• Liaison with back office to ensure timely processing of transactions

Consultant Contact