Reporting to the Senior Client Service Officer, the successful candidate will have the following key responsibilities:

• Ensure a professional welcome for clients and visitors, manage incoming calls efficiently and assist with key front‑office functions
• Assist with basic client enquiries on unit trusts, fund information, statements, and KYC requirements.
• Offer administrative assistance and handle meeting room coordination.
• Support the preparation of proposals, client documentation
• Assist the team with travel planning and booking tasks when required
• Maintain the reception area and support general office operations.
• Adhere to Company policies including internal and external polices, risk, compliance and regulatory standards.
• Any other responsibilities as documented in your performance objectives and as may be assigned and communicated from time to time.

Minimum Requirements

• Bachelors Degree
• At least 1 year experience or internship in a similar role in the financial sector.
• Strong communication and interpersonal skills.
• Professional appearance and customer‑service orientation.
• Good organisational skills and attention to detail.
• Proficiency in MS Office (Word, Excel, Outlook).
• Interest in investments, asset management, or unit trusts is an added advantage.