Officer, Operations, Fund Services

Key Areas of Responsibilities Arrange and process payment settlements accurately and in line with agreed timelines and regulatory requirements. Track and monitor token rights, entitlements to ensure proper recordkeeping. Coordinate and manage account opening procedures for clients, including document collection and forms review/filling. Handling general administrative tasks and liaising with other departments as required; Provide support to other operations’ tasks as assigned from time to time.

CITIC CLSA - Hong Kong - Full time

Salary: Competitive

Key Areas of Responsibilities

  1. Arrange and process payment settlements accurately and in line with agreed timelines and regulatory requirements.
  2. Track and monitor token rights, entitlements to ensure proper recordkeeping.
  3. Coordinate and manage account opening procedures for clients, including document collection and forms review/filling.
  4. Handling general administrative tasks and liaising with other departments as required;
  5. Provide support to other operations tasks as assigned from time to time.
  6. Undertake ad-hoc projects as assigned.

Requirements

  1. Bachelors degree in Accounting, Finance, or a related discipline.
  2. 1–3 years of working experience, preferably gained in the financial services industry. Settlement experience would be an advantage.
  3. Proactive and mature, with a high level of attention to detail; able to work independently under pressure and with a strong commitment to meeting tight deadlines.
  4. Good interpersonal skills.
  5. Good verbal and written communication skills in Mandarin and English.
  6. Proficient in Word, Excel, PowerPoint, and other presentation applications, with the ability to produce accurate and well‑presented work.

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