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Account Setup & Maintenance Officer

Ho Chi Minh City, Vietnam

Full-time

Operation

1/11/24

-

31/12/24

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About Us:

SFVN Investment Corporation stands as an entity within the Straits Financial Group with its headquarters centered in Singapore and subsidiaries extending across the United States, China, Indonesia, and Dubai. As a well-established player in the financial industry, we specialize in offering a comprehensive range of brokerage services and actively participate in financial derivatives trading.

Responsibilities:

This is an operational role supporting Straits Financial Services in various aspects of the account setup and maintenance function. You will need to communicate with colleagues in Singapore regularly, at least on a daily basis. You may be required to travel overseas for training purposes on a regular basis and will be reporting into a team lead in Singapore.

Account Static Data Servicing and Maintenance

  • Responsible for customer-related static data set-up and maintenance on backoffice systems (e.g. change of address, commissions, email addresses, etc.);

  • Liaise with Singapore KYC team if data changes have impact on client due diligence;

  • Ensure proper authorization, audit trail, including approvals obtained before any changes are made;

  • Timely updates to clients after changes are effected;

  • Ensure proper house-keeping, including managing dormant accounts.

Operational set-up of customer-related accounts with counterparties

  • Responsible for setting-up customer-related accounts, the relevant static data and maintain them on the books of other counterparties (where required);

  • Ensure proper audit trail, including approvals obtained before any changes are made

Respond to internal and external requests on static data queries and clarifications in accordance with established SOPs.

Report generation and data updates

  • Generate and provide management information reports to update on work progress and statistics.

Any other ad-hoc tasks as required by the Company


Requirements:

You should possess the following:

  • 1-2 years of work experience. Fresh graduates are also welcomed.

  • Meticulous and resourceful;

  • Process-oriented with strong sense of urgency and accountability;

  • Able to uphold standards under strict timelines;

  • Able to work independently under minimal supervision in accordance to established SOPs;

  • Ability to read and speak English; ability to read and speak Chinese is a bonus;

  • Experience in operations, static data maintenance and/or onboarding experience will be viewed favourably,


Benefits:

  • Competitive salary

  • Health insurance, social insurance, unemployment insurance

  • Travel and team building activities in accordance with the company's guidelines and policies

  • Work in an international environment, utilizing English for seamless interaction with professional departments from diverse countries

  • Working environment: Dynamic, fair competition

  • Working time: 8:00 AM - 5:00 PM, Monday to Friday

  • Probationary period: 2 months

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