Operations Assistant

Headquartered and listed in Hong Kong (SEHK: 510), CASH Financial Services Group (“CFSG”) is dedicated to managing wealth and asset inheritance for our clients. We aspire to be a first-class trusted investment and wealth management partner, connecting people, ideas, capital, and opportunities for sustainable development. We are committing to helping stakeholders preserve, grow, and inherit wealth through strong partnerships with clients, colleagues, communities, the environment, and shareholders, while building operational excellence in our execution platforms and delivering customer service excellence.

Established in 1972, CFSG is a fully-licensed financial services institutions in Hong Kong, holding various types of SFC licences and providing comprehensive financial and wealth management services, including licensed money lending and insurance brokerage. As a FinTech pioneer, CFSG connects domestic and global markets with wealth management centres in the region, offering a comprehensive range of financial services.

CFSG's excellence has been recognised through numerous awards, including the IFTA Fintech and Innovation Awards from The Institute of Financial Technologists of Asia, the HKEX ETF Awards from Hong Kong Exchange and Clearing Limited, and various accolades for its service and technology excellence.

Job Responsibilities

• Assist in daily operational and administrative functions to support brokerage, wealth management, asset management and insurance-related businesses.
• Support account opening and maintenance processes, including document collection, data input, KYC/CDD review and client onboarding procedures.
• Handle client enquiries through telephone, email and online communication channels, and provide timely support to internal and external stakeholders.
• Assist in settlement and operational activities for securities, funds and related investment products, including trade processing, reconciliation, client statements and corporate actions.
• Maintain accurate client records and ensure proper filing and documentation in accordance with internal policies and regulatory requirements.
• Provide support in compliance-related matters, including licensing administration, regulatory filings, staff declarations and record maintenance.
• Assist in preparing reports, operational statistics and management information.
• Participate in system enhancements, user acceptance testing (UAT) and process improvement initiatives.
• Handle ad hoc assignments and projects as assigned by management.

Job Requirements

• Degree holder in Finance, Business Administration, Accounting, Economics or related disciplines.
• 1-2 years of experience in financial services, brokerage, banking, insurance or wealth management operations will have an advantage. Fresh graduates are welcome to apply.
• Basic understanding of financial products, including securities, funds, insurance and wealth management products.
• Knowledge of account opening procedures, settlement operations, KYC/CDD requirements or compliance functions is an advantage.
• Familiarity with regulatory requirements of the Securities and Futures Commission (SFC) and related financial regulations is preferred.
• Responsible, self-motivated, detail-minded and able to work independently under pressure.
• Strong communication and interpersonal skills with a service-oriented mindset.
• Good command of written and spoken English and Chinese (Cantonese and Mandarin).
• Proficient in Microsoft Office applications, including Word, Excel and PowerPoint.
• Immediate availability or short notice is preferred.

Please apply in confidence with full resume, current and expected salary to the Human Resources Department, CASH Financial Services Group Limited, 28/F., Manhattan Place, 23 Wang Tai Road, Kowloon Bay or clicking below "Apply" button.

The information provided will be used for selection purposes only. All information about unsuccessful applicants will be destroyed within six months.