Job Description

* 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.

Job 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.

Skills