Admin Executive (Investment Operations)
Job Summary
You will support advisers by preparing and processing client onboarding documents, managing Accredited Investor declarations, submitting client information for AML/KYC checks, processing insurance applications, and coordinating with stakeholders to ensure smooth application workflows.
Responsibilities
- Prepare and process client onboarding documents for investment fund applications accurately and timely
- Communicate with clients to collect and follow up on application information as needed
- Verify Accredited Investor (AI) declarations and ensure all supporting documents are complete and compliant
- Submit client information to external parties for AML/KYC checks and resolve any queries promptly
- Process insurance applications submitted by advisers with attention to detail
- Review all paperwork for completeness and accuracy before submission and follow up on missing items proactively
- Liaise with advisers, fund partners, and service providers to maintain steady progress of applications
- Perform additional administrative operations tasks as assigned to support team efficiency
Preferred competencies and qualifications
- Diploma or Degree in any discipline
- Comfortable using email, Excel, and online submission portals
- Experience in financial services, insurance, or fund operations is advantageous but not required
- Strong organizational skills to manage multiple applications simultaneously and follow up independently
- Careful and detail-oriented with the ability to identify missing or inconsistent information