Financial Services Project Coordinator
1 day ago
We are seeking a highly skilled and organized Financial Services Project Coordinator to join our team at One Arrow Consulting.
In this role, you will be responsible for overseeing the onboarding process for new clients, including hedge funds and private equity firms. You will work closely with internal departments and clients to ensure all necessary documentation is in place and thoroughly reviewed.
Key Responsibilities- Coordinate account openings and review fund offering documents
- Track onboarding processes and provide timely updates to senior management
- Liaise with the Deal Assessment and Risk Committee regarding high-risk cases
- Schedule regular project calls to ensure timelines are met
- Maintain onboarding team standard templates and procedures
To be successful in this role, you will need:
- Bachelor's Degree in Accounting, Finance, or a related discipline
- Actively pursuing HKICPA / ACCA or equivalent qualification
- Minimum of 3-5 years of experience in the financial services industry
- Familiarity with bank, private banking, and custody account openings
- Proven project management skills
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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