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Office Administrator

Job Title: Office Administrator
Contract Type: Permanent
Location: Hong Kong
Industry:
REF: MP/10835
Contact Name: Mai Pearson
Contact Email: mp@charlottefrank.com
Job Published: over 2 years ago

Job Description

An independent wealth and investment advisory firm is looking for a high calibre individual to supports their team in daily administrative and operational tasks.  With the right performance, this role will be promoted within the year.
                                                                                                                                                                                                                                           
Responsibilities:

•    Preparation of client documentation including letters of authority, investment proposals, application forms, quarterly and ad hoc investment reports
•    Obtaining and chasing information from third parties such as external investment managers, insurance companies, custodian banks and other third party providers 
•    Accurate entry of client and third party details into CRM
•    Investment administration including updating model portfolios, preparation of investment dealing instructions, reconciliation of invest trades and updating of relevant spreadsheets and systems
•    Preparation of monthly investment committee reports and filing

Requirements:

•    University graduate in business, finance, economics or a related discipline
•    Excellent command of English and Cantonese
•    Be a strong and positive team player
•    Able to think outside the box 
•    Strong interpersonal skills, motivated and interested to learn and develop further in this role
•    Extremely organised with great focus on details
•    Comfortable to call clients
•    Operations or office management experience preferred 

For further details please contact Mai Pearson at +852 2526 8116 or send us your details to mp@charlottefrank.com

Job Code: MP/10835

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