Data processing and data analysis:
- processing transactions related to securities services
- handling account services tasks such as account opening and maintenance
- compliance testing of operational processes
- conducting root cause analysis
- creating and reviewing procedures
- preparing reports for securities services transactions and compliance testing
- creating process improvement projects
Administrative support and project coordination:
- organizing and filing documents
- responding to
- processing of reimbursements and payments
- preparing sales reports
- assisting in event planning
Other skills:
- problem solving skills
- accuracy and timeliness in processing transactions
- proficient in Microsoft Word, Excel and Powerpoint
Experience: 5 - 10 years
Used Microsoft Word for various tasks such as reports, letters and procedures.
Experience: 5 - 10 years
Experienced in processing transactions in different industries such as banking, technology and publishing. Ensured that transactions are processed accurately and in a timely manner.
Experience: 5 - 10 years
Experienced in handling internal and external clients through emails and phone calls. Ensured timely response to their concerns. Constant communications and follow up with customers until issues are resolved.
Experience: 5 - 10 years
Constantly used Microsoft Excel to track various activities and to prepare reports and data charts.
Experience: 5 - 10 years
Reponding and sending out emails to different parties such as clients, team mates, management covering various topics such as queries, resolving issues, sending reports and other important matters related to the job.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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