Assistant Dealer / Personal Assistant to the CEO
Swiss Gold DMCC
Total years of experience :18 years, 8 Months
Ensuring efficient and prompt management of orders, execution of transactions and reporting of trades related products and any securities that may be traded by the bank in future.
Ensuring clients have access to up to date market and pricing information and enjoy personalized and proactive currency dealing service.
Providing a high quality of service to clients of the private bank in order to assist the team delivers the revenue targets in alignment with the business objectives.
Liaising with external intermediaries for execution of orders, settlement of trades and building relationships.
Maintaining a unified relationship with dealing office and back office for resolution of all trade related issues.
Keeping up to date with market information and monitoring trends in all major currency pairings. Identifying the most appropriate currency purchasing strategy for clients.
Ensuring a smooth handover process from the inquiries to dealing team.
Placing buy or sell orders in the system and notifies customers when transactions have been completed.
Trading precious metals and Forex on electronic networks and completing required paperwork.
Personal Assistant to the CEO
Maintains CEO's calendar, schedules meetings and sequences agendas. Manage and maintain the CEO’s diary and email account.
Coordinates travel arrangements and itinerary preparation for extended or international travel and ensure arrangements in place for the CEO match his requirements.
Ensure busy diary commitments, papers, and travel arrangements are managed effectively including producing a daily folder with diary, necessary papers, and booking confirmations.
Schedule on behalf of the CEO meetings between him and his direct reports and the committees and groups to which he is a member. Conduct meetings with the CEO to discuss upcoming engagements, invitations and other requests. Ensure guests meeting with the CEO are well taken care of.
Filter general information, queries, phone calls and invitations to the CEO by redirecting or taking forward such contact as appropriate.
Manage the process of calling for briefing on behalf of the CEO from start to finish, ensuring that he is fully prepared for all engagements.
Prepare correspondence on behalf of the CEO, including the drafting of general replies. Keep and maintain an accurate record of papers and electronic correspondence on behalf of the CEO.
Provide a service that is in line with the CEO’s work habits and preferences.
Administrative Secretary
Performs diversified duties including office administrative and executive-level secretarial support. Interacts inside and outside of the company.
Reviews, prioritizes and redirects regular and electronic mail. Maintains follow-up system on action mail. Filter emails, highlight urgent correspondence and print attachments.
Composes correspondence of moderate complexity such as letters, memos and reports often of a confidential nature.
Arrange for meetings, including preparing agendas and minutes for same and making the necessary business travel arrangements.
Manage membership dues to various organizations, subscription, distribution and circulation lists.
Carry out routine office duties, including reception duties, in a professional manner.
Processes cheque requests, expense advances and reports, and other routine requisitions to pay bills, clear expenses and/or order supplies.
Compiles and maintains records of business transactions and office activities of establishment performing variety of following or similar clerical duties and utilizing knowledge of systems or procedures.
Copies data and compiles records and reports. Tabulates and posts data in record books.
Gives information to and interviews customers, claimants, employees, and sales personnel.
Receives, counts, and pays out cash. Prepares, issues, and sends out receipts, bills, policies, invoices, statements, and cheques.
Opens and routes incoming mail, answers correspondence, and prepares outgoing mail.
May operate computer terminal to input and retrieve data. May prepare payroll, keep books, and purchase supplies.