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CLSA

Desk Assistant, Institutional Equities

Reposted 23 Days Ago
Be an Early Applicant
Singapore
Entry level
Singapore
Entry level
Provide administrative support to senior management, manage calendars and meetings, handle travel arrangements, process expense claims, and maintain records.
The summary above was generated by AI

Key Areas of Responsibilities

  • Provide day to day administrative support to Country Head, COO & Senior Management team

  • Calendar and Client Meeting managing:

    • Coordinate zoom meeting, video or conference call as needed or anticipated.

    • Arrange internal / external meetings   

    • Send invites to block all meetings  

    • Assist overseas visitors with their Singapore meetings and provide admin support / access pass / logistic.

  • Travel / Expense claim management:

    • Perform Travel Approval application and seek approvals via email for travelers as required

    • Travel arrangement booking and itinerary

    • Claims Processing: travel / expense claims for Country Head, Head of Sales, Head of Sales Trading and Head of Algo Trading.

    • Obtain Pre-approval in OA, if gift or entertainment anticipated to be exceeded the T&C limits

    • Obtain hotel and flight quotations for roadshows

  • Records & document management:

    • Maintain: add, delete or update client details (company, title, contacts, address etc) in common excel file / shared drive / outlook contacts.

    • Updating data in CIS / Client360 system, as required.

    • Prepare and modify documents including correspondence, reports, drafts, memos and emails

    • Maintain electronic and hard copy filing system

  • Assist in organising business events, as required

  • Assist in resolving any administrative problems

  • Perform ad hoc administrative assignments

Requirements

  • Mature and able to prioritize work tactfully

  • Ability to juggle multiple projects with superb accuracy

  • Extremely organized, strong multi-tasking and time management skills

  • Exceptional client service skills, over the phone and in person, with our clients and internal departments

  • Strong sense of urgency and problem solving skills

  • Can handle sensitive information with the highest degree of integrity and confidentiality

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Top Skills

Excel
Outlook

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