Role Overview
We are looking for a proactive, detail-oriented professional to join our core operations team. In this entry-level role, you will be responsible for managing day-to-day investor account activity, handling data verification, and maintaining high standards of accuracy to support our global client base. This role is a perfect launchpad for a fresh graduate looking to build a career in financial operations.
Core Responsibilities
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Data & Order Management: Input, review, and confirm incoming investor requests and trade instructions within our internal databases.
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Task Coordination: Track and organise daily workflow queues to ensure all tasks are resolved efficiently.
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Reporting Assistance: Help compile routinely distributed internal performance metrics and client-facing status reports.
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Client Service Support: Act as a reliable point of contact for routine operational queries from internal teams and external stakeholders.
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Quality & Risk Control: Strictly follow internal guidelines, compliance rules, and checklists to minimize operational errors.
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Cross-Border Collaboration: Partner with international offices on shared projects and daily service deliverables.
What We Look For
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Education: University degree in Business Administration, Finance, or a related discipline (Fresh Graduates are welcome).
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Experience: 0 to 5 years of professional experience; a basic understanding of fund operations or banking is a plus but not mandatory.
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Technical Aptitude: Strong familiarity with everyday productivity tools (MS Excel, Word).
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Soft Skills: Exceptional attention to detail, a knack for multitasking under tight deadlines, and a strong desire to learn.
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Languages: Professional fluency in English, Mandarin, and Cantonese is required for daily business communication.
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Availability: Adaptability to assist with occasional holiday shift coverage on a rotating schedule.
