Contract Associate

Jobtailor; Hong Kong; On-site; HKD 280,000 - 420,000; Full time

Job summary

Jobtailor is seeking an experienced administrator to support client account maintenance, record-keeping, and reporting in Hong Kong. The role involves handling account documentation, KYC/AML compliance awareness, and cross-team coordination across Clearing and Deposits.

The ideal candidate has a Diploma or equivalent with 5+ years in customer account documentation. English and Chinese proficiency is required; VBA/Excel skills are a plus.

Qualifications

• Diploma or equivalent is required.
• Degree is preferred.
• At least 5 years experience handling customer account documentation.
• 1-year checker role preferred.
• Knowledge of KYC and AML/CFT compliance rules and Company Registry practices is a plus.
• Strong English and Chinese communication skills.
• Hands-on PC knowledge with VBA or Excel a bonus.

Responsibilities

• Support account maintenance tasks across customer accounts and system settings.
• Assist with administration of accounts and customer records for reporting and status reviews.
• Assist with statement administration, charge collection, and document filing/scanning.
• Provide cross-team support for Clearing and Deposits.
• Assist in preparing ad hoc projects and management reports.
• Provide guidance to junior team members on maintenance tasks.
• Support departmental administration, system projects, UAT testing, and implementation.

Skills

Account Maintenance

Customer Records Administration

Charge Collection

Document Filing

UAT Testing

Ad Hoc Project Preparation

Management Reporting

Education

Diploma or equivalent

Degree preferred

Tools

Alteryx

PC Knowledge

Job description

• Support account maintenance tasks, including opening and closing customer accounts, updating customer information, and updating system settings
• Assist with administration of accounts and customer records for reporting, review, and blocking or releasing account statuses
• Assist with statement administration, charge collection, customer document filing and scanning, and maintaining current team documents and forms
• Provide cross-team support for Clearing and Deposits
• Assist in preparing ad hoc projects and management reports relating to customer records and accounts
• Provide guidance to junior team members on account maintenance and servicing tasks
• Support departmental administration, system project development, drill tests, UAT testing, and implementation

Requirements

• Diploma or equivalent required
• Degree holder preferred
• At least 5 years relevant experience in customers' account documentation handling
• 1-year checker role preferred
• Basic knowledge in KYC and AML/CFT compliance related regulatory rules and Companies Registry’s practice
• Good command of English and Chinese
• Hands-on PC knowledge
• VBA, MS Excel Macro, and Alteryx would be an advantage
• Candidates with less relevant experience may also be considered as Contract Officer
• Satisfactory completion of the Mandatory Reference Check process is pivotal for in-scope positions

Core Competencies

Demonstrates expertise in customer account maintenance, including documentation handling, compliance with KYC and AML/CFT regulations, and effective administration of customer records. Proficient in utilizing tools like VBA and MS Excel Macro for data management and reporting.

Highest-signal resume keywords

• Customer Account Documentation Handling
• KYC Compliance
• AML/CFT Compliance
• VBA Programming
• MS Excel Macro

ATS Optimization Keywords

Hard Skills

• Account Maintenance
• Customer Records Administration
• Charge Collection
• Document Filing
• UAT Testing
• Ad Hoc Project Preparation
• Management Reporting

  Soft Skills

  • Guidance to Junior Team Members
  • Good Command of English
  • Good Command of Chinese

  Certifications & Qualifications

  • Diploma or Equivalent
  • Degree Preferred

  Industry Keywords

  • Companies Registry Practice
  • Account Status Management
  • Customer Document Scanning

  Tools & Technologies

  • Alteryx
  • PC Knowledge