Shareholder Administrator (KYC/FATCA/CRS/Transfer Agency)

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 World Check.

• Reviewing KYC documents from investors.

• Setting up new investors in the TA system (Mantra).

• Processing investor transactions and generating contract notes and investor statements.

Requirements

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

Location & Work Setup:

• Hybrid work arrangement (2 days work from home, 3 days on-site) 

• Monday to Friday business hours, 9am to 6pm

• Bolder Fund Services (Hong Kong) Limited Unit 2102 21/F, Golden Centre188 Des Voeux Road Central Hong Kong

If you're interested in learning more about our team, please visit our page:

• Working at Bolder

  • https://careers.boldergroup.com/working-at-bolder

• How We Hire

  • https://careers.boldergroup.com/how-we-hire

• Bolder Group Identity

  • https://boldergroup.com/about-bolder-group/