Operations Assistant/Officer
1 day ago
Operations Assistant/Officer We are seeking a detail-oriented Operations Assistant/Officer to join our dynamic team. In this role, you will play a pivotal part in ensuring seamless client onboarding, compliance adherence, and operational efficiency. This is an excellent opportunity for professionals looking to grow their career in the insurance/financial services sector. Key Responsibilities Deliver high-quality customer service by addressing client inquiries, executing orders, and resolving complaints professionally. Process insurance applications , including document collection, verification, and account opening for new and existing clients. Maintain accurate client records and ensure data integrity across systems. Conduct KYC, CDD, and AML checks , including periodic reviews and investigations of trigger events. Ensure all operations comply with internal policies and regulatory requirements (e.g., SFC, IA guidelines). Support teammates in daily operations to meet deadlines and service standards. Liaise with sales teams, business partners, and internal departments to resolve queries related to policies, products, and procedures. Requirements Diploma or above in Business, Finance, or a related discipline. 1-2 years of experience in customer service, operations, or administration within insurance, brokerage, or financial institutions . IIQE qualified , or progressing toward certification, or willing to complete it, is a MUST. Additional qualifications (e.g., HKSI) are a plus. Fluent in English, Mandarin, and Cantonese (written and spoken). Proficient in MS Office (Excel, Word); familiarity with CRM systems is advantageous. Strong organizational skills , attention to detail, and a proactive, team-player mindset. Immediate availability preferred. #J-18808-Ljbffr
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Manager, Private Banking Operations
2 weeks ago
Hong Kong Island, Hong Kong SAR China Operations Full timeResponsibilities Study & process corporate actions and monitor the lifecycle of events within pre-defined cutoff time and timely escalation for irregular cases detected Execute & support of (1) the full settlement cycle of private banking products (e.g. equities, bonds, investment funds, structured products and derivatives); (2) deposit and remittance...
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Hong Kong Island, Hong Kong SAR China Pegasus Fund Managers Limited Full timeOperations Officer/ Assistant Operations Officer Provide various sales support services in our daily operations, such as account opening, insurance/QDAP proposal generation, fund switching/surrender requests, forms preparation and update, AML checking, report distribution and filing, etc., between our sales and business partners and product providers. Handle...
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Assistant Operations Manager
2 weeks ago
Hong Kong Island, Hong Kong SAR China HuaAn Asset Management (Hong Kong) Limited Full timeAssistant Operations Manager / Operations Officer Perform trade matching & arrange trade settlement for managed funds/accounts Coordinate trade instruction for managed funds/accounts with custodians Prepare and review daily valuation report, perform reconciliations follow up with discrepancies Coordinate with internal and external parties to resolve daily...
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Assistant Operations Officer
2 weeks ago
Hong Kong Island, Hong Kong SAR China Wonder Full timeWonder Transportation – Fintech Solutions - Innovating Tomorrow's Transportation Finance Position Overview We are seeking a detail-oriented and proactive Assistant Operations Officer to join our Operations team at Wonder Transportation , a dynamic fintech company specializing in transportation payment solutions and logistics management. This role offers an...
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Hong Kong Island, Hong Kong SAR China JLL Full timeA dynamic office management firm is seeking an Assistant Facilities Officer in Hong Kong to support daily operations and ensure a well-maintained office environment. Responsibilities include managing office administration, coordinating maintenance work, and monitoring service standards. Candidates should have HKDSE or above, be fluent in Cantonese and...
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Assistant Manager
7 days ago
hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full timeAssistant Manager /Operation Officer (Loans Division) Join to apply for the Assistant Manager /Operation Officer (Loans Division) role at Bank of China (Hong Kong) Assistant Manager /Operation Officer (Loans Division) 1 day ago Be among the first 25 applicants Join to apply for the Assistant Manager /Operation Officer (Loans Division) role at Bank of China...
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Hong Kong Island, Hong Kong SAR China 国泰君安国际 Guotai Junan International Full timeAssist in settlements of Fixed Income, OTC Derivative and Structured Products; Perform daily trade booking and position reconciliation; Prepare funding report to Treasury for settlement; Handle instruction to Euroclear and status monitoring; Outstanding settlements follow up; Handle corporate action; Deal with queries from clients and/or their Account...
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Operation Officer
1 week ago
hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full timeOperation Officer / Assistant Operation Manager (RMB Clearing) Central & Western District, Hong Kong SAR Responsibilities Handle RMB SWIFT/CHATS payment transactions Handle RMB payment and clearing instructions Process enquiries about RMB payment operation Prepare documents and reports Handle ad‑hoc issues Requirements Degree holder or above 1 – 2...
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Executive Assistant
7 days ago
Hong Kong Island, Hong Kong SAR China Affinity Executive Search Limited Full timeA multinational company in Hong Kong is seeking an Assistant (Business Manager) to the Managing Director. This role involves providing comprehensive project support, managing communications, and overseeing daily office operations while leading a small administration team. The ideal candidate possesses a bachelor's degree, at least 8 years of administrative...
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Operation Officer/Assistant Manager
7 days ago
hong kong, Hong Kong SAR China Bank of China (Hong Kong) Full timeOperation Officer/Assistant Manager - Remittance Join to apply for the Operation Officer/Assistant Manager - Remittance role at Bank of China (Hong Kong). Location: Wan Chai District, Hong Kong SAR. Salary: HK$25,000 - HK$30,000 per month. We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and...