Secretary

Job Description:

• Provide secretarial and administrative support to Chief Marketing Officer.

Administrative Support to Client Services Team

• Prepare documents (e.g. IMAs, account profiles, supplementals) for execution/circulation, presentation materials and reports for meetings, letters to clients; draft replies/letters, prepare monthly report for management reporting, monthly and adhoc reports to clients.
• Update and maintain records of clients’ data; maintain filing system for proposals, presentations, minutes of meetings, and email correspondences/letters, etc. with clients.
• Update Operations Manual for compliance purposes where necessary; attend to Regulatory Compliance's requests for audit purposes; conduct AML/PEP checks.
• Assist in operational risk management matters like risk and control assessment/scorecard.
• Keep track and follow up on required docume...