Administrative clerk

Job description

--Assist in Establishing Connections with Financial Institutions

• Provide support in facilitating communication between the company and financial institutions, including managing daily correspondence via email, phone, and in-person meetings.

• Monitor and follow up on key business processes such as account opening, fund allocation, and document updates, ensuring all documentation complies with regulatory requirements and KYC standards.

--Document Management

• Receive, scan, categorize, and archive various types of contracts, account opening forms, and regulatory documents.

• Maintain both electronic and physical document archives, with regular index updates to ensure timely access and retrieval.

--Internal Administrative Support

• Coordinate meeting room bookings and visitorarrangements; manage office supply procurement; handle express deliveries and postal mail.

• Support the finance and legal departments in preparing payment documents, applying official stamps, and compiling materials for regulatory submissions.

--Computer Document Operations

• Demonstrate proficiency in Microsoft Office (Word, Excel, PowerPoint) and Adobe Acrobat software.

• Occasionally prepare and update briefing materials, reports, and related documents in both Chinese and English.

Requirement

• Education: A minimum of Form 5 education is required, with preference given to candidates who have studied business, finance, or administrative management.

• Experience: Prior clerical experience in administrative agencies, banks, securities firms, or trust companies is preferred. Familiarity with financial institutions' filing procedures and KYC (Know Your Customer) processes is highly desirable.

• Language: Proficiency in both written and spoken Chinese and English (including Cantonese, Mandarin, and English) is required.

• Skills:

- Ability to independently manage and complete multiple tasks in a timely manner;

- Proficient in computer document operations;

- Detail-oriented, punctual, and attentive to numerical accuracy and compliance requirements.