- Handle membership registration and onboarding with IEX, PXIL, HPX and other relevant platforms.
- Prepare verify and maintain membership and client registration documents.
- Coordinate with exchanges, clients and internal teams for registration and documentation requirements.
- Maintain agreements, authorizations and other statutory documents.
- Track registration status, pending documents, renewals and approvals.
- Maintain updated membership and client documentation records.
- Handle documentation for recent client onboarding and amendments.
- Follow up with clients for required documents and information.
- Prepare and maintain documentation checklists.
- Ensure timely submission and completion of membership/registration formalities.
- Coordinate with the Operations, BD and Accounts teams for documentation-related requirements.
- Handle routine client calling and follow-ups regarding pending documents and registration formalities.
Required Skills
- Good knowledge of MS Excel and MS Office.
- Strong documentation and record-management skills.
- Good communication and follow-up skills.
- Basic knowledge of Power Trading, IEX, PXIL and HPX preferred.
- Good written and verbal communication skills.