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Wealth Management Operations Data Officer
3 weeks ago
We are looking to hire a skilled Operations Data Officer to join our Wealth Management company and grow with us and our clients.
Our client is a company that specializes in financial product design, structuring, and distribution. They serve as a Bond broker for investors and non-bank wealth advisors. In addition, they design and structure investment products for wholesale investors and financial advisers. They work with the world’s top investment banks, brokers and custody service provider.
**Job Highlights**:
- Permanent Work From Home with provided laptop
- Working Australian time zone
- Proficient in Microsoft EXCEL and it's functions
**What can we offer you for all your hard work?**:
- Annual Performance Bonus and Salary Increase
- 13th month pay
- 15 days Annual leave and 5 sick leave
- Health card/HMO
**What you will do - Essential Responsibilities**:
- Provide administrative and operational support to various departments such as Data Management, Operations, and Client/Adviser Support;
- Process data entry into internal product database and service log sheets;
- Provide data feed to the software developer the company is working with;
- Handle clients’ requests and inquiries related to their account, maintenance and reporting;
- Collaborate with internal and external service providers, stakeholders to get work done;
- Additional tasks and projects assigned by the Company from time to time;
- Ensure all practices, procedures and regulations are adhered to in performing daily tasks/duties;
- Follow and obey with all reasonable and lawful directions given by the Company.
**Qualifications & Required Skills**:
- Tertiary degrees are advantageous.
- Proficient in reading, writing, and speaking in English;
- You must be self-motivated, attention to detail, and be able to work under pressure and meet deadlines.
- You have knowledge and are interested in investment products (e.g. Bonds, shares).
- Prior work experience in data management, operations and client support in finance industry is preferred.
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