Posted on 2021-12-24
Principal Investment & Retirement Services Limited

Supervisor, Fund Operations & Registration

Principal Investment & Retirement Services Limited

Responsibilities

Administer the accounting opening and dealings in unit trusts; provide fund administration services to the investors of our Distributing partners; liaise with external fund trustee and administrator of unit trusts and ensure a smooth operation in the Department.

Requirements

  • University graduate or equivalent
  • Minimum 3 - 4 years of relevant working experience with supervisory exposure
  • Experience in transfer agency activities / unit trust administration/ Nominee service
  • Assist team head to maintain and implement control policies and procedures
  • Able to supervise junior staff and train up new staff
  • Relevant experience in CDD or KYC would be preferred
  • Good problem solving skills, organized, details oriented and be able to work independently
  • Good communication skills including written and oral English and Chinese
  • Knowledge or experience in monitoring service provider on NAV calculation is preferable
  • Proficient in PC skills and MS Office applications, especially in excel
  • Team player with sound analytical, planning and interpersonal skills
  • Assist in Ad hoc project as instructed by management

We are an equal opportunity employer and welcome applications from all qualified candidates. All information received will be kept in strict confidentiality and for recruitment purpose only.

Only shortlisted candidates will be notified.

More job information
Salary
Benefits
  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
Job Function
Location
  • Kwun Tong
Industry
Employment Term
  • Permanent
  • Full-time
Experience
  • 3 years - 9 years
Career Level
  • Non-management level
Education
  • Degree