Polaris Consultancy Limited

Insurance - Pension
Post: Administrator II (Pensions Operations) – Perm and Contract
Salary: negotiable

Responsibilities:

Perform daily MPF administration functions of employer/member enrolment, contribution, termination and data change within the company under minimum supervision.
Manage assigned MPF scheme accounts to comply with the regulatory and service requirements
Handle simple enquiries in a timely and professional manner and escalate issues or problems to manager in a timely manner.
Follow up with clients on problem cases for the completion of business processes.
Assist in ad-hoc tasks if required.

Requirements:

A HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder or above.
1 year pensions administration experience preferred
Knowledge in basic MPF and customer service principle.
Customer oriented, initiative with positive working attitude
Good typing skills (both English and Chinese)
Good numerical sensitivity and attentive to details
Good spoken & written English and Chinese

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Analyst, Quality Assurance (12-month)
Salary: negotiable

for a listed financial company.

Responsibilities:

Default Contribution Payment Preparation
Permanent Departure (PD) Preparation
Maintain and update Complaint register and work items through the system
Prepare monthly reporting to Trustee and Compliance team
Ad hoc tasks when required

Requirements:

University graduate preferred with at least 1 year's working experience in Pension industry
Basic knowledge of MPF / ORSO Ordinance and Regulations
Good communication and analytical skill
Good spoken and written English and Chinese

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Manager (MPF Compliance)
Salary: negotiable

For a listed financial company.

Responsibilities:

Support Compliance Manager in the set up and implementation of compliance processes, procedures and controls in pension administration
Support in monitoring compliance with applicable regulatory requirements of MPF legislation, data privacy, AML CRS, etc relating to Pension administration, including matters relating to migration of data and transactions of existing MPF Schemes;
Perform and assess compliance risks and conduct compliance reviews and offer advice to operational functions in deriving measures and controls to mitigate the identified gaps;
Investigate and report compliance events to internal and external stakeholders including relevant regulators. Monitor rectification and preventive actions undertaken by operational functions;
Liaize with regulatory authorities, trustees and other relevant external stakeholders on interpretation and application of regulatory requirements; and
Support other ad hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
At least 6 years’ experience in pension administration with 3 years involving in compliance, quality assurance or monitoring of operational controls related duties;
Solid knowledge with MPF and ORSO legislation and other applicable laws, such as, data privacy, AML and CRS, etc in pension administration business;
Good understanding of internal control framework and controls measures for pension administration functions and processes;
Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and possess experience in communication and negotiation with regulatory authorities;
Strong analytical, good interpersonal skill and capable to attend to details;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Manager, Compliance
Salary: negotiable

For a listed financial company.

Responsibilities:

Support Compliance Manager in the set up and implementation of compliance processes, procedures and controls in pension administration
Support in monitoring compliance with applicable regulatory requirements of MPF legislation, data privacy, AML CRS, etc relating to Pension administration, including matters relating to migration of data and transactions of existing MPF Schemes;
Perform and assess compliance risks and conduct compliance reviews and offer advice to operational functions in deriving measures and controls to mitigate the identified gaps;
Investigate and report compliance events to internal and external stakeholders including relevant regulators. Monitor rectification and preventive actions undertaken by operational functions;
Liaize with regulatory authorities, trustees and other relevant external stakeholders on interpretation and application of regulatory requirements; and
Support other ad hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
At least 6 years’ experience in pension administration with - 3 years involving in compliance, quality assurance or monitoring of operational controls related duties;
Solid knowledge with MPF and ORSO legislation and other applicable laws, such as, data privacy, AML and CRS, etc in pension administration business;
Good understanding of internal control framework and controls measures for pension administration functions and processes;
Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and possess experience in communication and negotiation with regulatory authorities;
Strong analytical, good interpersonal skill and capable to attend to details;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Manager/ Manager, Provider Services and Support (Pension)
Salary: negotiable

For a listed financial company.

*Position offer depends on the individual's experience.

Responsibilities:

Understand the overall administration process flow and all relevant data fields to prepare the discussion for trustee onboarding for a centralized pension platform;
Coordinate with external and internal stakeholders to strategize and plan the trustee onboarding, including data mapping, data cleansing, dress rehearsal, data migration, and post-migration checking;
Ensure compliance with regulatory requirements and guidelines for all migrated data;
Build and maintain a good working relationship with MPF trustees & product sponsors by meeting the business, regulatory, and service needs;
Assist to develop operation transitional arrangement & communication plan for respective MPF trustees during trustee onboarding;
Ensure the team meets the project deadlines, identify and eliminate any potential risks that may delay the timeline.

Requirements:

5+ years of solid experience in pension services or investment-related industry;
Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
Capacity to multi-task, manage time effectively and work under pressure even with fixed deadlines;
Attentive to detail in a fast-paced environment;
Strong analytical, interpersonal, and communication skills;
Excellent command of spoken and written English and Chinese;
Bachelor's degree or equivalent education and or experience is required.
Candidate with more experience may be considered the position (b>Manager (Provider Services and Support</b>.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Manager/ Senior Executive (Operational Risk Management)
Salary: negotiable

for a listed financial company.

Responsibilities:

Assist in Implementing the risk frameworks and/ or control measures of the Unit Trust/Mutual Fund, Bonds, Stocks, Insurance and Pension business;
Review policies and procedures to analyse the compliance/operation risks in systems, services and operations;
Assist in conducting work flow monitoring to identify possible risk events and provide recommendations to enhance control weaknesses;
Perform regular and/or ad hoc risk assessment/review, audit, gap analysis against internal and/or regulatory requirements;
Assist in preparing management reports on compliance and operation risk related review results;
Handle ad-hoc projects.

Requirements:

Degree holder preferably in Risk Management, Economics, Business Administration, Psychology, Law or related disciplines;
1-3 years of experience in risk management and/ or compliance in financial sector for a senior role;
Detail-minded and attentive to details;
Proficient in written and spoken English and Chinese;
Self-motivated, strong analytical and coordination skills;
Committed, responsible, and willing to work under pressure;
Fresh graduates are welcomed to apply;
Candidates with more experience may be considered as Assistant Manager, Risk Management.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Officer (Pensions Operation)
Salary: negotiable

For a listed financial company.

Responsibilities:

Perform checking on other's team member's work and manage the assigned accounts of MPF scheme including but not limited to handle all processing and servicing transactions within service requirement and regulatory guidelines.
Able to perform and review majority of processing transactions in an accurate and timely manner.
Assist in process streamlining and service improvement projects or UAT etc.
Assist in staff training and/or involves in job rotation where necessary.
Handles enquiries from clients and escalate client issues or complaints in a timely manner.

Requirements:

HKCEE (Hong Kong Certificate of Education Examination) or HKDSE (Hong Kong Diploma of Secondary Education) holder.
2-3 years working experience in pension industry
Good PC skills in Word, Excel and Access
Fast and accurate typing (English and Chinese)
Fluent in English and Cantonese

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Assistant Operation Manager/Senior Operation Executive (ORSO ePension Services)
Salary: negotiable

For a listed financial company.

Responsibilities:

Participate in the development of a ground-breaking fintech platform for the Pension industry;
Identify operational inefficiencies, advise senior management on insights and work with the project team to implement process improvement initiatives to increase efficiency and scalability;
Design, develop and implement operational policies and procedures to improve overall efficiency;
Oversee day-to-day operations of the pension department, ensuring efficient and effective service delivery after services in operation;
Ensure compliance with regulatory and internal policies and procedures;
Collaborate with cross-functional teams to ensure seamless service delivery and execution of platform releases and updates

Requirements:

At least 3 years of solid operations experience in pension services, fintech or investment-related industry;
Bachelor's degree or equivalent education and or experience is required;
Experience in pension or fintech project management is preferred;
Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
Attentive to detail in a fast-paced environment;
Strong analytical, interpersonal, and communication skills;
Passionate about fintech platform development and has an innovative mindset, not simply following established norms and practices
Experience in ORSO scheme administration will be an advantage.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Business Development Executive (ORSO ePension Services)
Salary: negotiable

for a listed financial company.

Responsibilities:

Participate in the development of a ground-breaking fintech platform for the Pension industry;
Identify and develop new business opportunities in the pension industry;
Develop and implement sales strategies to achieve revenue targets;
Conduct market research and analysis to identify trends, opportunities, and threats;
Build and maintain relationships with new and existing B2B partners
Organize marketing events and identify potential clients for follow-up;
Collaborate with internal teams to develop and launch new fintech platform, products or services;
Attend industry events, conferences, and seminars to network and stay up-to-date with industry trends;
Prepare and present sales proposals, presentations, and reports to senior management.

Requirements:

Bachelor Degree preferably in Finance, Business, or Information System;
0-2 years' account management experience; candidates with more experience may be considered as the Senior - Business Development Executive;
Having knowledge of any fintech business, financial products and pension industry is a plus;
Strong oral, written and interpersonal communication skills, with the ability to present ideas to various audiences and facilitate active engagement with clients;
Experience in IT project development (e.g. providing user requirements, conducting UAT and etc.) or holding an MPF intermediary or SFC License Type 1, 4 would be an advantage;
Fresh graduates are welcome to apply.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Customer Service (Representative/Senior Representative/Officer)
Salary: 16K - 25K

For a listed financial company.

Senior Client Service Representative or Officer position for more experience

Responsibilities:

Handle MPF & ORSO enquiries through hotlines and e-mails
Follow up customer enquiries and feedback with good quality standard
Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirement:

Diploma holder or above
Minimum 1 year of customer service related working experience in banking and financial industries
Customer focused with positive attitude & communication skills
Good command of spoken and written English and Chinese (Mandarin preferred)
Candidate with more experience will be considered for Senior Client Service Representative or Officerposition

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Customer Service Hotline (Representative) - few posts
Salary: 15K - 22K

For a listed financial company.

Responsibilities:

Handle MPF & ORSO enquiries through hotlines and e-mails
Follow up customer enquiries and feedback with good quality standard
Ensure the delivery of service meet with our service standard & comply with regulatory requirements

Requirements:

Diploma holder or above
Minimum 1 year of customer service related working experience in banking and financial industries
Customer focused with positive attitude & communication skills
Good command of spoken and written English and Chinese (Mandarin preferred)
Candidates with more experience will be considered for Senior Client Service Representative position

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Executive (Quality Assurance)
Salary: negotiable

For a listed financial company.

Responsibilities:

Assist in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
Assist in the execution of Quality Framework and Quality Plan for pension administration;
Conduct UAT testing;
Assist in updating procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
Perform ad-hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
Experience in pension industry or pension operation experience is an advantage;
Effective communication and interpersonal skills;
Self- motivated, detailed –oriented and willing to learn;
Proficient in both spoken & written English and Chinese;
Strong analytical, good interpersonal and organizing skills;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word);
Fresh graduates with demonstrated ability and interest in the position will be considered.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Executive/ Senior Executive (Pensions Operations)
Salary: negotiable

For a listed financial Company.

Responsibilities:

Participate in the setup of the infrastructure and operational processes for the ePension administration;
Design operational procedures, manual, and policies for the ePension operations;
Draft and review user and functional requirements, perform end-to-end UAT, and work closely with developers as a team;
Prepare meeting materials for meetings with external authorities and trustees, collect information, and incorporate them into functional requirements;
Proactively interact and collaborate with external and internal stakeholders to ensure project deliverables would be accomplished effectively;
Handle daily operations and processes ePension instructions such as Enrolment, Contribution, Investment Instruction, Transfer, Withdrawal and so on to ensure that all service levels are delivered according to the procedure;
Perform ad hoc tasks assigned.

Requirements:

1-3 years of experience in pension or financial industry, pension operations experience is a definite advantage;
Familiar with operational requirements, related technology trends and other common challenges;
Capacity to multi-task, manage time effectively and work under pressure and to fixed deadlines with attention to detail in a fast-paced environment;
Strong analytical, interpersonal and communication skills;
Excellent command in spoken and written English and Chinese;
Bachelor's degree or an equivalent combination of education and experience is required;
Candidates with more experience may be considered the position Senior Executive, Operations.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Executive/ Senior Executive, Operations (MPF Administration)
Salary: negotiable

For a listed financial company.

Responsibilities:

Participate in the setup of the infrastructure and operational processes for the ePension administration;
Design operational procedures, manual, and policies for the ePension operations;
Draft and review user and functional requirements, perform end-to-end UAT, and work closely with developers as a team;
Prepare meeting materials for meetings with external authorities and trustees, collect information, and incorporate them into functional requirements;
Proactively interact and collaborate with external and internal stakeholders to ensure project deliverables would be accomplished effectively;
Handle daily operations and processes ePension instructions such as Enrolment, Contribution, Investment Instruction, Transfer, Withdrawal and so on to ensure that all service levels are delivered according to the procedure;
Perform ad hoc tasks assigned.

Requirements:

1-3 years of experience in pension or financial industry, pension operations experience is a definite advantage;
Familiar with operational requirements, related technology trends and other common challenges;
Capacity to multi-task, manage time effectively and work under pressure and to fixed deadlines with attention to detail in a fast-paced environment;
Strong analytical, interpersonal and communication skills;
Excellent command in spoken and written English and Chinese;
Bachelor's degree or an equivalent combination of education and experience is required;
Candidates with more experience may be considered the position Senior Executive, Operations.
Fresh graduates are welcome to apply.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Manager BD (Pensions & Group Products - Broker Channel)
Salary: negotiable

For a listed Financial company.

Responsibilities:

Manage the distribution channel to promote the Company's Life Pensions & Group products to potential clients
Achieve sales targets by the Company
Expand the distribution channel by increasing productivity and no. of productive distributors
Supervise subordinate to implement sales & marketing strategies to the distribution channel
Design and implement sales & marketing strategies to distribution channel as well as the subsequent monitoring and status update
Make recommendation on product/services development / enhancement to ensure the competitiveness of the Company’s products in the market
Handle the ad-hoc projects as assigned from time to time

Requirements:

Bachelor Degree in Marketing / Business Administration preferred
At least 6 year relevant experience with 2 - 3 years in managerial role
Solid working knowledge of MPF & Group Insurance and understand of current market situation
Extensive experience of distribution channel management
Strong skills in leadership, negotiations, relationship building, communication and execution
Excellent presentation skill
Strong understanding of customer needs and behaviors
Good spoken and written English and Chinese
Use of computer software incl. words, excel and PowerPoint

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Manager Pensions Operations (Quality Assurance)
Salary: negotiable

For a listed financial company.

Responsibilities:

Manage a team of quality assurance professional with responsibilities to:
Participate in setting up the infrastructure and internal control framework for pension administration;
Participate in setting up pension administration process and controls to equip future processes with internal controls to enable compliance with relevant regulatory requirements and expectation applicable to pension administration including, MPF & ORSO legislation, data privacy, AML, CRS, etc, and monitoring compliance with service standards;
Plan and lead the user acceptance testing in Quality Assurance Team on system functions for compilation, generation and submission of reports and submissions to MPFA;
Responsible for handling the future operation on reporting and submission to MPFA;
Execute quality control management process for pension administration as per the established framework and operational process;
Liaize with different internal and external stakeholders relating to operational controls, details and communication protocol for supporting future pension administration processes;
Ad-hoc projects and assignments for pension administration.

Requirement:

At leave 10 years experience in pension administration with 5 years involving in quality assurance or operational controls related duties;
Experience in UAT planning and execution;
Solid knowledge with MPF and ORSO legislation and other applicable laws, for example, data privacy, AML and CRS, etc for pension administration;
Good understanding on internal control framework and mechanism in pension administration environment necessary for installing and ensuring compliance with applicable regulatory requirements in administration functions and processes;
Good interpersonal skills with experience in handling different stakeholders such as trustees, othe service providers and scheme employers and members;
Ability to present ideas and communicate clearly in writing and oral in both English and Chinese, and have experience in communication and negotiation with regulatory authorities;
Strong analytical, good interpersonal skill and capable to attend to details;
Capable to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Officer (Pensions Administration)
Salary: negotiable

For a Listed financial company.

Responsibilities:

Perform checking on other team members' work and manage assigned MPF scheme accounts within service requirement and regulatory guidelines.
Able to make recommendations and execute process streamlining and service improvement initiatives
Resolve enquiries from clients and escalate client issues or complaints in a timely manner.
Coach and mentor junior employees within the team to achieve departmental goals
Participate in ad-hoc projects if any

Requirements:

Form 7 and above
4 - 5 years working experience within pension industry
Good communication skills in English & Cantonese
Good problem solving skills with client-centric mindset
Proficient in Word, Excel and Access

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Business Analyst
Salary: negotiable

For listed financial company.

Responsibilities:

Lead assigned projects by ensuring requirements meet business & company objectives; driving and challenging assumptions as needed
Elicit requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, and task and workflow analysis for projects
Identify and document constraints, assumptions and risks associated with business requirements
Critically analyse business requirements and challenge business units on assumptions to ensure project scope is delivered
Ensure ownership and traceability of business requirements through the project life cycle
Engage with business stakeholders through the project lifecycle with clear & timely communications to ensure that requirements are delivered with common understanding
Instrumental in providing specific guidance & mentorship on methodologies, techniques & skill set for business analysis resources
Demonstrate strong disciplines of BA methodology
Provide a point of contact for BA’s for quality assurance, technical questions and skill uplift
Lead projects in providing quality review, standards & guidance for deliverables required
Work closely and collaboratively with internal stakeholders
Collaborate with other IT domains as appropriate
Keep abreast of business domain’s strategy, business plan and latest industrial trends
Focused job responsibility to educate/mentor business analysts to improve overall competency

Requirements:

Degree holder in Information Technology, Business or related area
Minimum 5 years' of relevant working experience, preferably gained within insurance
Strong background in business analysis or system analysis and with excellent grasp of project analysis
BABOK Certification or industry recognised training would be an advantage
Have a strong analytical mind with excellent relationship management
Excellent verbal and written communication skills and the ability to interact professionally with diverse group of stakeholders
Experience in using Pensions Administration System is a plus (not mandatory)

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Executive (Pensions Quality Assurance)
Salary: negotiable

Client: a listed financial company.

Responsibilities:

Support in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
Support in the setup and execution of Quality Framework and Quality Plan for pension administration;
Support management and investigation of customers complaints and operational incidents, including compilation of relevant reports to internal and external stakeholders;
Conduct UAT testing and support in trustee onboarding and data migration;
Support in reviewing and updating procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
Perform ad-hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
At least 4 years of experience in pension administration preferably with 1 to 2 years involving in quality assurance or monitoring of operational controls related duties;
Effective communication and interpersonal skills;
Self- motivated, detailed –oriented and willing to learn;
Proficient in both spoken & written English and Chinese;
Strong analytical, good interpersonal and organizing skills;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word).

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Executive/ Executive (MPF Compliance)
Salary: negotiable

For a listed financial company.

Responsibilities:

Support set up and implementation of compliance processes, procedures and controls in pension administration
Support in monitoring pension administration processes and setting up controls to ensure compliance with applicable regulatory requirements and service delivery standards;
Provide compliance advice for supporting project activities such as, UAT testing, trustee onboarding and data migration;
Support in reviewing and updating procedures and guidelines on compliance processes and reporting;
Perform ad-hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
At least 4 years of experience in pension administration, preferably with 1 – 2 years involved in compliance, quality assurance or operational controls related duties, candidates with less experience will be considered as Executive;
Good knowledge of pension and trust business;
Knowledge of relevant regulatory requirements on MPF, ORSO, AML and CRS regulations is an advantage;
Self-motivated, detailed-oriented and willing to learn;
Proficient in both spoken & written English and Chinese;
Strong analytical, good interpersonal and organizing skills;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word);Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word);

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Executive/ Executive (MPF Quality Assurance)
Salary: negotiable

for a listed financial company.

Responsibilities:

Assist in monitoring pension administration processes and controls to ensure compliance with regulatory requirements and service delivery standards;
Provide support in the setup and execution of quality control framework and quality plan for pension administration;
Support management and investigation of customers complaints and operational incidents, compile reports for internal and external stakeholders;
Conduct UAT testing and support in trustee onboarding and data migration;
Review and update procedures and guidelines on quality management monitoring, complaint management, and regulatory reporting;
Perform ad-hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
2 - 4 years of experience in pension administration preferably with minimum 1 year experience in internal control/ quality control monitoring;
Effective communication and interpersonal skills;
Self- motivated, detailed –oriented and willing to learn;
Proficient in both spoken & written English and Chinese;
Strong analytical, good interpersonal and organizing skills;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word).
Fresh graduates or candidate with less experience with demonstrated ability and interest in the position will be considered the position Executive, Quality Assurance.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Executive/ Executive (Pensions Compliance)
Salary: negotiable

Client: a listed financial company.

Responsibilities:

Support set up and implementation of compliance processes, procedures and controls in pension administration
Support in monitoring pension administration processes and setting up controls to ensure compliance with applicable regulatory requirements and service delivery standards;
Provide compliance advice for supporting project activities such as, UAT testing, trustee onboarding and data migration;
Support in reviewing and updating procedures and guidelines on compliance processes and reporting;
Perform ad-hoc duties and projects as assigned.

Requirements:

Bachelor degree or equivalent education;
At least 4 years of experience in pension administration, preferably with 1 – 2 years involved in compliance, quality assurance or operational controls related duties, candidates with less experience will be considered as Executive;
Good knowledge of pension and trust business;
Knowledge of relevant regulatory requirements on MPF, ORSO, AML and CRS regulations is an advantage;
Self-motivated, detailed-oriented and willing to learn;
Proficient in both spoken & written English and Chinese;
Strong analytical, good interpersonal and organizing skills;
Capacity to multi-task, manage time effectively and work under pressure to fulfill assigned tasks by the timeline;
Proficient in PC skills (MS PowerPoints & Excel & Word);

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Executive/ Executive (Provider Services and Support (Pension))
Salary: negotiable

For a listed financial company.

Responsibilities:

Assist the Manager to deliver project plan and monitor the action items for trustee onboarding in relation to forms and client correspondences;
Understand the overall administration process flow and all relevant data fields to prepare forms and client correspondences and discussion with trustees when needed;
Ensure compliance with regulatory requirements and guidelines for all forms and client correspondences;
Build and maintain a good working relationship with the company, MPF trustees & product sponsors by meeting the business, regulatory, and service needs;
Ensure the team meets the project deadlines, identify and eliminate any potential risks that may delay the timeline.

Requirements:

2-3 years of solid experience in pension services or investment-related industry;
Experience in pension project management and trustee onboarding is preferred;
Familiar with operational requirements, regulatory compliance, and all the related technology trends and challenges;
Capacity to multi-task, manage time effectively and work under pressure even with fixed deadlines;
Attentive to detail in a fast-paced environment;
Strong analytical, interpersonal, and communication skills;
Excellent command of spoken and written English and Chinese;
Bachelor's degree or equivalent education and or experience is required;
Fresh graduates will be considered for the position Executive, Provider Services and Support.

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Senior Manager (Pensions Operations)
Salary: negotiable

Client: a listed financial company

Responsibilities:

Manage a team of employee ensuring MPF operation team provides accurate and timely service aligning with business and regulatory requirements.
Manage and drive team productivity to achieve/exceed the respective service level agreement.
Streamline the workflow so as to improve efficiency and effectiveness, improving client service and compile with statutory requirement.
Develop, coach and provide development opportunities for team members.

Requirements:

A recognized Bachelor Degree holder or equivalent.
At least 10 years’ experience in pension industry.
A deep and thorough understanding about the MPF business and operation, as well as the prevailing regulations that could have an impact to the operation.
Strong in analytical, problem solving and communication skills.
A good interpretation of the organization dynamics and be able to translate them into management policies, procedures and actions to meet the requirements
Amiable personality and ability to communicate the direction effectively to peers and stakeholders
Strong problem solving skills with client-centric mindset.
Solid team management skills.
Proficiency in spoken and written English and Chinese.
Good PC skills in MS Word & Excel. Candidate with skill in Access is preferable

Last updated on 2025-04-19 at 5pm

Insurance - Pension
Post: Supervisor (Pensions Operations MPF & ORSO)
Salary: negotiable

*Position offer depending on the individual's experience.

Responsibilities:

Perform or review most of MPF/ORSO business processes and approves various business transactions up to predefined authority limits.
Review majority processing transactions for working partner(s).
Ensure the completion of business transactions according to the service standards and statutory timeline.
Make recommendations and execute process streamlining and service improvement initiatives.
Coach and mentor junior staff so as to achieve the service standard and department objectives.
Handle and resolve complicated issues or complaints and escalate to manager in a timely manner.
Perform daily MPF administration functions of transfer-in/out processing.
Update relevant administration / imaging system and control log timely and accurately
Handle UAT and ad-hoc project as required.
Report any irregularities to manager promptly.

Requirements:

HKDSE (Hong Kong Diploma of Secondary Education) holder / Form 7 graduate or above
At least 5 years of relevant experience in MPF industry.
Knowledge of MPF, customer service principle and retirement fund operations.
Good in analytical , planning and organizing skills.
Customer focused, with good problem-solving and communication skills
Attention to details
Able to work independently and under pressure
Good PC skills in MS Word & Excel.
Good command of both written and spoken English and Chinese

Last updated on 2025-04-19 at 5pm