Private Banking RM Administrative Assistant

Job Description:

Document & Form Processing

• Assist RMs in preparing, printing, and organizing standardized forms required for account opening, account maintenance, and various banking transactions.
• Manage the dispatch, data entry, scanning, filing, and progress tracking of internal approval documents.
• Assist with basic system data entry and initial formatting for KYC and AML profiles (no professional compliance review or direct client verification required).
• Guide clients through the activation and operation of online banking, track client form signatures, identify and compare AML lists.

Clerical & Administrative Support

• Handle daily administrative operations for the RM team, including ordering office supplies, printing business cards, processing expense reimbursements (e.g., taxi fares, entertainment expenses), and arranging business travel.
• Assist in scheduling inter...