Description
We are seeking a Branch Operations professional to join our team in Taipei. As a key member of our Branch Operations team, you will be responsible for ensuring timely, complete, and accurate processing of relevant information.
Key Responsibilities:
- FINI's tax ID registration
- Cash, securities, and trading account opening process
- FINI name changed and account closed operations
- Understand custody account opening process and applicable regulations
- Prepare documentation and perform tasks related to audit, control, and reconciliation purpose
- Monitor and follow up on pending items for daily activities and ad-hoc tasks
- Support client reporting and inquiries
- Communicate with local brokers, Taiwan depositary, and local tax agents for account opening and audit process
- Participate in system enhancement and ad-hoc system testing for client's request, market change, or system regular upgrade
- Monthly invoice process
Requirements:
- Bachelor's degree in finance, business management, or relevant field
- Experience in banking operations or custodian function is preferred
- Good knowledge of FINI system in Taiwan market
- Good communication and English written skills
- Ability to work independently
- Digital transformation, process automation, and efficiency delivery experience
- Proficiency in workflow AI tools, drives innovation, proactive in identifying and implementing technological solutions, and a forward-thinking mindset
- Sufficient MS office skills
- Trust Operations Personnel License
- Basic Test on Financial Markets and Professional Ethics
What We Offer:
- Annual health checkup – cost borne by company (once a year)
- EAP – free and confidential counseling, online work-life resources
- Annual leaves entitlement
- Better maternity leave
- Flexible working to assist you in balancing your personal priorities
- Coaching and support from experts in your team
- A culture of continuous learning to aid progression
- A range of flexible benefits that you can tailor to suit your needs
- Training and development to help you excel in your career