About this role
<p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">The Private Wealth Office Controls Manager plays a pivotal role in ensuring the smooth operation of PWG office administration pertaining to activities inherent to PWG client relationship establishment and maintenance. Acting as a central interface with PWG business functions, you will oversee the administration and record keeping processes pertaining to PWG business activity as well as support internal and external audits, adhere to data controls, manage certain reporting, and ensure operational efficiency.</span></p><p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:10.0pt;color:#3f3f3f"> Key Responsibilities:</span></strong></p> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Office procurement management and control</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Prepare and process expense claims, purchase orders, and maintain accurate gift records in compliance with company policy.</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Oversee general office and administration functions to maintain efficient and uninterrupted day to day operations</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Plan and execute department offsites & initiatives. Cross functional collaboration for company-wide events</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Track departmental budgets, monitor expenditures, and ensure financial compliance.</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Calendar management: scheduling meetings (local and across multiple time-zones), video/audio conference setup, anticipate meeting conflicts and protect focus time</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Within own mandate and remit, act as primary liaison for internal and external stakeholders, ensuring seamless coordination </span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Uphold strict confidentiality when handling sensitive materials, strategic discussions and executive communications</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Travel arrangement including flight bookings, accommodation, logistics arrangements and visa applications</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Ensure logistics, rooms/desk, PC is arranged when travelling to regional offices </span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Obtain staff travel, entertainment approval through online systems </span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Ensure team adhere to company policy ie travel, gifts and entertainment expenses</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Billings and track payment status</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Track staff leave, business trips</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Attend to local clients and overseas visitors</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Filing of administration and transaction documents as per established processes</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Identify opportunities to streamline and automate existing administrative processes</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Ad-hoc assignments</span></li> </ul> <p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:10.0pt;color:#3f3f3f"> </span></strong></p> <p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:10.0pt;color:#3f3f3f">Qualifications:</span></strong></p> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Business administration diploma or equivalent.</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">At least 15 years’ experience within financial institution / banking related roles.</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Self-starter with excellent organizational, analytical, and problem-solving skills.</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Proficiency in </span><span style="font-size:10.0pt;color:#3f3f3f">Word, Excel, Power Point, Outlook, Teams, Google Workplace, Zoom, Cisco Webex, SAP, Concur, Slack, Quip, Coupa, Workday</span><span style="font-size:10.0pt;color:#3f3f3f">.</span></li> </ul> <p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"> </p> <p style="margin:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><strong><span style="font-size:10.0pt;color:#3f3f3f">Key Attributes:</span></strong></p> <ul style="margin-top:0.0in;margin-bottom:0.0in" type="disc"> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Detail-oriented with focus on execution and timely delivery</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Proactive and solution-focused mindset</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Ability to manage multiple priorities and complex tasks</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Collaborative team player with high integrity and discretion</span></li> <li style="margin-top:0.0in;margin-right:0.0in;margin-bottom:0.0in;font-size:12.0pt;font-family:Aptos, sans-serif"><span style="font-size:10.0pt;color:#3f3f3f">Affinity to work in a multicultural environment </span></li> </ul>