Job Description

 Responsibilities:  

• Assist in preparing, updating and organising retail investment documents, reports and files.
• Support daily administrative tasks such as data entry, system updates and document tracking.
• Help monitor stock movement records, transaction logs and investment summaries.
• Assist in preparing presentations, schedules and meeting materials.
• Maintain proper filing systems (physical and digital) to ensure easy retrieval and compliance.
• Handle basic inquiries and provide administrative support to team members.
• Perform any other ad-hoc administrative duties assigned by the department.
• Schedule and coordinate meetings, including preparing agendas and follow-up action items.

Job Requirements

Requirements:

• Bachelor’s degree in Finance, Economics, Business Administration or a related field required.
• Proficiency in data analysis tools and software, such as Excel Pivot, Power BI or similar platforms.
• Excellent analytical and critical-thinking skills.
• Exceptional attention to detail and accuracy.
• Strong organizational and time-management abilities.
• Effective communication and presentation skills.

Skills