Job Description

Job Description:

  • 1.5 to 2 years work of experience
  • Good communication
  • Moderate level Excel (basic formulas and pivots)
  • Skillset – Dormant Account Closure(MANDATORY), Accounting & finance extensive knowledge in analysis and evaluations. Good at excel.

Primary Responsibilities

  • Identify the Dormant accounts within the tool using MS internal Systems
  • Perform due-diligence checks on the identified dormant accounts to ensure there are no restrictions
  • Liaise with Sales/BU for closure approval
  • Co-ordinate with the closure team and track closure of accounts
  • Create MIS reporting for Senior Management
  • Ensuring complete and accurate data
  • Maintaining administrative support
  • The candidate is expected to build an intricate knowledge of firm systems, data sources and the processes that create/maintain reports.
  • Working with business areas and their Risk Managers to assess the integrity of any exclusion.
  • Close communication within the global team and across ORRC globally
  • Communication with other business areas and with varying levels of firm management

Skills required

  • Strong academic background
  • Proficient in Excel (e.g. formulas, pivot tables) and other windows-based software (e.g. Word, Power Point)
  • Highly motivated self-starter with multi-tasking abilities
  • Strong organizational and time management skills, with the ability to prioritize workload as necessary
  • Team-player, with the ability to also work independently
  • Ability to establish strong relationships with key stakeholders in functional areas
  • Exhibit a strong sense of urgency, accountability and ownership
  • Risk awareness – ability to recognize potential risk issues
  • Strong analytical skills
  • Excellent verbal and written communication abilities
  • Ability to work under high work pressure
  • Innovative and creative – challenges the existing processes
  • Focus on guardianship, ensuring that issues are identified, escalated, resolved and reported on a timely basis
  • Strong attention to detail

Technical and Professional Knowledge:

  • Diversified financial markets and product knowledge
  • A strong interest in and enthusiasm for building a career in Financial Services
  • Customer care skills

 Other Required Skills:

  • Excellent communication skills
  • Flexibility and adaptability
  • Initiative
  • Attention to detail
  • Accuracy
  • Team working
  • Self-motivated
  • Prioritization and time management
  • Client Relationship Management