Documentation Assurance Review Staff

The Documentation Assurance Review Staff role supports the Financial Advisory Documentation Review Team by conducting pre-transaction documentation checks to ensure adherence to MAS FAA guidelines and PFS sales advisory processes. This position serves as Middle Office Support, reviewing documents and call logs to maintain compliance, integrity, and accuracy before transactions are executed. The role involves managing a centralized case management cycle, compiling review outcomes for reports, and collaborating with the sales team to rectify discrepancies.