Job Descriptions

Duties & Responsibilities The duties and responsibilities of this position will include, but are not limited to the following: • Support multiple IRM executives at the same time. • Arrange for meetings internally within the bank and externally with clients and other contacts. • Perform secretarial duties that include, but are not limited to: - Managing the calendar, preparing communications, and telephone reception - Preparing travel arrangements (e.g., flight and hotel reservations, visa applications, transportation, etc.) and file expense reports - Filing, document copying • Maintain information in the CRM and other system as requested by IRM team members, such as recording and updating client contact information, entering call notes for meetings with clients, updating client communication preferences and bank preferences etc. • Review of KYC requirements and support the KYC process for new and existing accounts, including: - Submission of documents in the KYC system - Communication with client for KYC and account opening documentation - Responding to KYC queries from clients, administrator or advisors - Review and certification of documents

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