Opportunity Description
Job Description: Document & Form Processing
- Assist RMs in preparing, printing, and organizing standardized forms required for account opening, account maintenance, and various banking transactions.
- Manage the dispatch, data entry, scanning, filing, and progress tracking of internal approval documents.
- Assist with basic system data entry and initial formatting for KYC and AML profiles (no professional compliance review or direct client verification required).
- Guide clients through the activation and operation of online banking, track client form signatures, identify and compare AML lists.
- Handle daily administrative operations for the RM team, including ordering office supplies, printing business cards, processing expense reimbursements (e.g., taxi fares, entertainment expenses), and arranging business travel.
- Assist in scheduling internal and external meeting...
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