Investment Operations Associate – Accountancy/Finance Fresh Grads or W/ Exp
Jobs and Careers at John Clements Consultants, Inc.

Investment Operations Associate – Accountancy/Finance Fresh Grads or W/ Exp

John Clements Consultants, Inc.
Local
4 months ago
Local
Apply before August 21, 2022

Job Description

Working Arrangement

Hybrid. Night shift

Qualifications:

  • Bachelor’s/Master’s degree
  • Background in financial industry is preferred
  • Amenable to work on Night Shift that starts at 8pm/9pm

Technical Skills:

  • Knowledge of MS Office applications (Word, Excel)
  • Computer literate – booting and shutting down computer, using mouse and keyboard
  • Keyboarding skills
  • At least 30 words per minute
  • At least 90% typing accuracy
  • Mathematical aptitude

Soft Skills:

  • Good communication skills written and oral; fluent in English (will be assessed)
  • Efficient and accurate data entry abilities
  • Team oriented, positive, and able to cope with stress
  • Adaptable and analytical, problem solving and mathematical skills are key
  • With keen attention to detail and a fast learner

Key Accountabilities:

  • Investments Operations Associate is responsible in verifying/quality checking documents received from the different queues each day. This includes new account set-up and maintenance, client information changes including banking set up, processing transfers of accounts, processing purchases and withdrawals, reconciliation of accounts and etc., The information on all these requests must be processed accurately. The integrity of the data is depended upon by the Operations Department as well as trading, which is why absolute accuracy is a must.

Responsibilities

  • Perform Quality Control on documents and process the requests based on the procedures and guidelines given. Ensure that the application is in good order, rejecting incomplete documentation to the representative with an explanation if necessary.
  • Process non financial or financial transaction or requests accordingly.
  • Prepare and file weekly and monthly report.
  • Such other duties and functions as assigned by Operations Management.

How do you apply?

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Jobs and Careers at John Clements Consultants, Inc.
John Clements Consultants, Inc.

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