Operations Assistant

Responsibilities:

• Account opening and modification, manage client account setup and updates per guidelines
• Processing of client requests, handle and execute client instructions accurately and on time
• Trade and settlement processing, such process trades and ensure timely, accurate settlement
• Prepare and verify documents for accounts and transactions
• Coordinate with internal and external parties, work with teams and partners to ensure smooth operations
• Perform other related duties as assigned

Qualifications:

• Bachelor’s degree in Business or Financial Management preferred
• 1-3 years of experience in a back-office, operations or settlement role in a financial institution preferred
• Good understanding of Financial instruments, knowledge of trade lifecycle and processes (clearing, settlements, reconciliation, corporate actions) a clear advantage
• Attention to detail, strong mathematical aptitude
• Ability to work under deadline or time pressure
• Good problem-solving skills and escalation judgement
• Excellent verbal and written communication skills
• Process-oriented and able to follow guidelines
• High proficiency of Excel (pivot tables, Vlookup/Xlookup)