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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

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