Shareholder Administrator (KYC/Transfer Agency/Investor Services)
Bolder Corporate Services (Hong Kong) Limited
- Company Industries:Others
Job Information
- Post Date:2024-07-24
- Location:Central and Western District
- Employment Type:Full time
- Others:Working hours from Monday to Friday 9am to 6pm
Strategic office location with exceptional work environment
Professional Gr - Job Function:Client Services
Job Description
For our fast growing organisation we are looking for a Shareholder Administrator.
Responsibilities:
- Performing maintenance updates on the investor database
- Performing periodic reviews of investors.
- Preparation of annual FATCA & CRS reports.
- Daily investor screening through WorldCheck
- Reviewing KYC documents from investors.
- Setting up new investors in the TA system (Mantra)
- Processing investor transactions and generating contract notes and investor statements.
Ideal experiences and competencies:
- Any Business or finance degree
- 1-2 years of relevant experience in banking, finance, transfer agency is preferred
- Stakeholder management (clients, senior stakeholders, customers)
- Organized and detailed in handling data (ex. Ensuring validity and accuracy of data received)
- Excellent written and oral communications in English and Chinese. Fluent oral communication in Mandarin and Cantonese
Our offer:
- A competitive salary with corresponding secondary benefits.
- The possibility to develop yourself professionally within the company.
- Working in a global team that offers diverse challenges
- An excellent working environment in an international, dynamic and growing
Company Info
Bolder Corporate Services (Hong Kong) Limited
Contact
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