行政助理 Administrative Assistant

- 从收集初始文件到确认账户激活,为整个开户流程提供便利。

- 确保正确填写并及时所有文件。

- 与客户沟通，向客户提供有关其新账户的信息、

- 审查并核实客户信息和文件，确保准确性和完整性。

- 随时维护和更新公司数据库中的 KYC 记录。

- 与客户联络，收集任何缺失的信息或文件。

- 随时了解客户在 KYC 方面的任何变化。

- 接听和引导电话，管理预约日程，为客户提供信息。

- 协助为高级职员和经理准备报告和文件。

- 以有组织、高效的方式将文件归档和存档。

- 执行分配的其他相关职责和任务。

- 协调活动和网络研讨会，包括后勤、邀请函和宣传材料。

- 协助为社交媒体、通讯和其他平台创建内容。

任职资格

- 相关领域的学士学位或同等经验。

- 能够谨慎处理敏感和机密信息。

- 能够在快节奏的环境中处理多项任务。

· facilitate the complete account opening process, from collecting initial documents to confirming account activation.

· Ensure all documentation is filled out correctly and obtained in a timely manner.

· Communicate with clients to provide clients with information about their new accounts,

· Review and verify client information and documentation to ensure accuracy and completeness.

· Maintain and update KYC records in the company's database at all times.

· Liaise with clients to gather any missing information or documentation.

· Stay informed on any changes in KYC with clients.

· Answer and direct phone calls, manage appointment schedules and provide information to clients.

· Assist in preparing reports and documents for senior staff and managers.

· File and archive documents in an organized and efficient manner.

· Perform other related duties and tasks as assigned.

· Coordinate events and webinars, including logistics, invitations, and promotional materials.

· Assist in content creation for social media, newsletters, and other platforms.

Qualifications:

· Bachelor’s degree or equivalent experience in a related field.

· Ability to handle sensitive and confidential information with discretion.

· Ability to multitask in a fast-paced environment.