Administrator

Role summary

Key responsibilities

• Handle client onboarding, KYC documentation, and investment account-opening procedures.
• Verify client documents and coordinate with fund houses, financial institutions, and investment service providers.
• Manage client queries, follow-ups, transaction requests, and investment application status.
• Maintain accurate client records, investment files, databases, and operational reports.
• Coordinate investment transactions, track pending documentation, and ensure timely processing of service requests.
• Provide administrative support for daily client operations, follow compliance procedures, and maintain client confidentiality.

Required skills and qualifications

• Graduate in Commerce, Finance, Business Administration, or a related field.
• Experience in client servicing, KYC, or financial services operations is preferred.
• Basic knowledge of Mutual Funds, AIF, and PMS documentation and processes.
• Good communication, coordination, and organizational skills.
• Proficiency in MS Office, particularly Excel, and email communication.
• Strong attention to detail and ability to manage multiple tasks efficiently.

Work location

• Work is in person.

Pay

• AED 2,500–3,500 per month.