Published: | Jul 23, 2025 | Vacancy: | 2 | Gender: | No Preference |
Age: | At least 25 years | Career Level: | Experienced Professional | Experience: | 2 Year |
Salary: | Negotiable | Location: | Dhaka |
Education
Experience
Additional Requirements
Age Requirement: At least 25 years
Responsibilities:
Execute daily client service tasks, including relationship management, account administration, and fiduciary duties.
Partner closely with the Sr. Relationship Officer to:
Onboard new clients
Support ongoing relationships and resolve client issues
Administer accounts and oversee fiduciary responsibilities
Coordinate internal and external service delivery
Prepare and deliver client communications
Develop deep understanding of client preferences, needs, and concerns.
Act as a team resource to ensure timely delivery of client work.
Accounting and Administrative Support:
Assist with:
Deposits and disbursements
Budgeting
Tax preparation and filing
Financial statement analysis
Transaction reviews
Fee and expense management
Trust Administration:
Engage in high-level trust administration.
Prepare documentation for discretionary decisions to ensure accuracy, risk mitigation, and completeness.
Support and Analysis:
Respond to ad hoc requests, perform research, and draft communications.
Assist the Sr. Relationship Officer in decision-making and client service delivery.
Collaborate across departments for workflow efficiency.
Firm Culture:
Foster positive employee relations.
Uphold the Firm’s strategic priorities and policies.
Core Competencies:
Adaptability: Handles change and ambiguity effectively.
Relationship Building: Maintains strong interpersonal connections across departments.
Client Focus: Anticipates and meets client needs.
Communication: Communicates clearly and listens actively.
Decision Making: Exercises sound judgment.
Initiative: Acts proactively with minimal supervision.
Integrity: Maintains confidentiality and adheres to policies.
Planning & Organizing: Manages time and resources efficiently.
Quality & Thoroughness: Ensures high attention to detail and follow-through.
Other Benefits
Compensation & Benefits
Mobile bill reimbursement
Tour allowance
Performance bonus
TA (Travel Allowance)
Salary Review: Annually
Festival Bonus: Twice a year
Work from Office
Type: Full Time/Permanent
Dhaka
Address: Dhaka
Business Type : Others Industries
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