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.
Clerical & Administrative Support
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 meetings, which includes booking meeti...
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