Analyst, Account documentation clerical support, Private Banking

The Role

Analyst, Account documentation clerical support, Private Banking

Key Accountabilities

• Perform daily upload of account documents onto the document management system of the Division
• Ensure all documents are scanned correctly onto the Document Management System in a timely manner 
• Perform daily filing of physical client documents into client packets and ensure all physical paper documents & document softcopies of client accounts are in good order
• Responsible for custody of original client documents, take initial to arrange time-to-time carton packing of documents from office to storage warehouse, ensure update & accurate document storage records in place 
• Conduct UAT testing for changes/enhancement of the document management system of the Division 
• Support & responsible for re-upload of inappropriate upload conducted by the outsourcing agent and re-upload of document due to re-classification of document narrative. etc 
• Perform client static data system input as assigned from time-to-time by Team Head  
• Support any other exercise/projects as assigned from time-to-time by Department Head 

Skills & Experience

• At least 1 year clerical working experience in the financial industry
• Possess basic PC knowledge of Microsoft software like Word & Excel 
• Independent, hard working, proactive, willing to work for repetitive & heavy lifting, willing to learn, have sense of responsibility, with attention in details & productive   
• Proficiency in Chinese and English both in oral and writing

Other Information

• Please apply in strict confidence with full resume, academic record, current and expected salaries.
• The personal data provided will be used for consideration of recruitment only. All personal data of unsuccessful candidate will be destroyed within 24 months.
• Candidates with Enhanced Competency Framework (ECF): please state on the CV.