Operations Executive (CyberQuote)

Responsibilities: Handle full spectrum of training administration & liaison with internal & external training partners/customers Maintain proper filing and fee collection systems Coordinate and process student enrolment documents, including government grant application Communicate with trainers to schedule courses and seminars, track and update registered course participants and prepare pre-sales logistics Perform post training activities (e.g. post-course evaluation) Assist in internal and external audit Ensure compliance with the regulatory and statutory requirements and standards Any other ad-hoc duties as assigned by management. Requirements: Preferably possess a Diploma in any field. Must be computer literate and proficient in Microsoft Office Excel, Words,

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Middle Office Executive

Responsibilities: Support Wealth Management Growth in B2B and B2C Channels through active engagement with Advisors/Clients. Attend to services enquiries on B2B FAME platform and data collection of feedback for better platform enhancement. Support Account onboarding and Trade Submissions in a timely manner. Generation of regular and customised analytical reports for Channels and B2B Partners to evaluate and make data driven decision. Discover, Create and Implement RPA processes to automate the team’s routine processes. Actively support Team and relevant stakeholders in the RPA learning journey. Requirements: A recognized diploma/degree in any discipline, preferably in Finance Certifications in CFMAS modules 1A, 5,

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Business Process Executive (Insurance Distribution)

Responsibilities: You will handle the daily policy processing of Life Insurance, unit trust and account opening forms. You will liaise with the respective insurers to process commission payments to our financial advisers. You will work together as a team to ensure that the daily operations run efficiently and smoothly; this includes, but not limited to accurate data entry, timely revision of forms, close follow-ups with insurance partners and financial advisers on policy documentations, etc. You will be involved in the continuous efforts in business process and system enhancements by taking the initiative to review and gather feedback from users, and

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Operations Executive (Unit Trust)

Roles and Responsibilities Processing of unit trust trade orders, including affirmation and confirmation Reconciliation and processing of trailer fees payments Fund onboarding and maintenance Liaise with fund houses on enquiries and documentation Participate in process re-engineering activities, implementation of control processes and system UAT Requirements Diploma/Degree in any discipline. Preference will be given to candidate with relevant experience. Good interpersonal and communication skills Able to work under stress and do effective prioritization Committed and a good team player Good analytical skills and meticulous Preference will be given to candidates with strong excel skills and/or programming knowledge If you can take

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Settlement Executive

Job Responsibilities: Reporting to the Senior Operations Manager, the position requires you to contribute to enhancing workflow and assist in the back office system developments in order to increase efficiency and productivity. Other regular duties include the processing of withdrawal and receipt requests and collate general ledger entries for the Finance department. In addition, you will be involved in updating the approved changes on clients’ information.  Other duties include the computation of monthly commission for the sales channels, as well as to perform data entry function. Job Requirements: Diploma in any discipline Experience in settlement operations of financial industry preferred

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Operations Executive (Margin)

Responsibilities: You will be involved in daily operations and ensuring timely and accurate execution of backend processes. You will also need to support the Trading Representatives and clients in operational and settlement matters, as well as to assist them in understanding our products, company’s policies and regulatory requirements. Establishing efficient procedures and practices in managing risks are part of the scope of responsibilities. With the advancement of technology, you will also be engaged in projects for system enhancements and participate in user acceptance testing when required. Requirements: Degree holder in any discipline, preferably in Engineering Comfortable and good with numbers

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Business Process Analyst

Responsibilities: The Business Process Analyst will gain exposure to current “As-Is” processes and challenges. You will be required to develop insightful recommendations, develop automation/ paperless processes and work with stakeholders for new process implementation.You will drive process changes to enhance business operational efficiency. This opportunity is suitable for someone with a true passion for problem-solving and process improvements. Key responsibilities include: Identify business process inefficiencies, design and carry out enhancements. Gather and analyse ‘As-Is’ specifications and map out ‘To-Be’ processes Identify improvement opportunities and recommend new workflows/ processes. Consult multiple stakeholders, subject matter experts as well as technical team on

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Business Process Executive

Responsibilities: You will handle the daily policy processing of Life Insurance, unit trust and account opening forms. You will liaise with the respective insurers to process commission payments to our financial advisers. You will work together as a team to ensure that the daily operations run efficiently and smoothly; this includes, but not limited to accurate data entry, timely revision of forms, close follow-ups with insurance partners and financial advisers on policy documentations, etc. You will be involved in the continuous efforts in business process and system enhancements by taking the initiative to review and gather feedback from users, and

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Management Associate

Job Description Responsibilities: Designed to groom talent for leadership roles, the Management Associate (MA) program offers a career track to individuals who wish to pursue a career in the finance industry. The program aims to develop MA into a well-rounded professional to help transform our Phillip backoffice to be a fintech organization. Being the leading stockbroker in Singapore is not an easy task. Phillip Backoffice is where the nuts and bolts are done. In your 2 years, you will be rotated periodically to 4 core departments for a deeper understanding on the workings of the retail financial services industry. You will

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Operations Executive (Nominees)

Responsibilities: • Handle queries and provide customer support to our Remisier/ Financial Advisory Representative/ Mobile Sales Force Team with regards to Settlement issue (foreign shares and local) • Provide user requirement specifications and act as coordinator for system enhancement • Ensure smooth transaction of daily incoming and outgoing payment and receipt • Ensure compliance with rules and regulations • Provide administrative support for our backroom operations Requirements: • A recognised degree in any field • Good team player • Good interpersonal skills • Fluent in English • Willing to learn and pick up new skills • Candidates with experience in

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