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  • Position:

    Officer

    Occupation:

    Banking/Finance

    Sub Occupation:

    Banking/Finance Other

Job Location

Bangkok (All)

Latest Salary

20,000 - 25,000 THB

Job Type

Full time

Availability

within 15 days

Working Bangkok

Yes

Education

2025 - Srinakharinwirot University

Faculty:Faculty of Social Sciences
Major:International Relations
GPA 3.23 - Bachelor's Degree

Experience/ Internship

January 2024 toMarch 2026  (2 Year 2 Month)
  • Last Position:
  • Operations (Mutual Fund)
  • Business Type:
  • Finance

Job Description

  • Prepare and verify documents for mutual fund account openings and transactions, such as purchase and sale orders, exchanges, and transfers of investment units, including data corrections, verification of debit transactions, and summarization of pay-in transactions, as well as daily transaction summaries. Monitor mutual fund transactions from the marketing department and coordinate with asset management companies. Collaborate with the marketing department (KKP Wealth - KKP EDGE) and asset management companies to track transaction documents and provide guidance on the document preparation process.
January 2024 toMay 2024  (4 Month)
  • Last Position:
  • Operations (support)
  • Business Type:
  • Commercial banks

Job Description

  • Prepared closing account documents and notified credit card cancellations, including delivery to clients. Coordinated with Siam Commercial Bank branches regarding customer information and verified credit card debt obligations. Compiled export records of correspondence and expenses for CardX. Managed customer information updates, entered data into the system, and handled internal documentation tasks.
July 2023 toDecember 2023  (6 Month)
  • Last Position:
  • Operations (Registrar)
  • Business Type:
  • Finance

Job Description

  • Review fund account opening documents for various asset management companies. Verify FundConnext documents. Check customer documents against internal systems. Conduct customer data change confirmations via phone (Call Verify). Handle incoming calls from customers/branches to coordinate with relevant departments. Contact customers regarding documents for changes in auto loans and other loans. Verify withholding tax documents for TISCO Insurance Solutions Co., Ltd.
May 2022 toJune 2023  (1 Year 1 Month)
  • Last Position:
  • Temporary
  • Business Type:
  • Commercial banks

Job Description

  • * Contact customers to confirm changes in their information (Verify)
  • * Answer customer calls/branches to coordinate with relevant departments
  • * Contact customers regarding documents related to changes in auto loan and other loan information
  • * Verify documents submitted by customers for information changes
  • * Coordinate issues arising with customers with the relevant departments
  • * Review withholding tax documents or P.N.D. 53 (insurance premium) for TISCO Insurance Solutions Co., Ltd.

Hard Skill

  •  - AS400 / Beginner
  •  - Microsoft Office / Beginner
  •  - Canva / Beginner
  •  - beflex ECM / Beginner
  •  - Graphic / Beginner

Soft Skill

  •  - ทักษะการพูด การต่อรอง
  •  - Teamwork
  •  - เรียนรู้งานไว
  •  - Communication skills
  •  - ทักษะการคุยโทรศัพท์กับลูกค้า

Language skills

  • Speaking

  • Listening

  • Reading

  • Writing

  • Thai
  • Excellent
  • Excellent
  • Excellent
  • Excellent
  • English
  • Medium
  • Medium
  • Excellent
  • Medium
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