• Professionally liaise/respond to investor, adviser and client queries and task escalations in a timely and accurate manner per agreed Service Level Agreements.
• Process validation, batching and data entry of applications, transfers, static transfers and redemptions in line with process requirements and Service Level Agreements.
• Report all client incidents or complaints in a timely manner via CAMMS.
• Ensure compliance with Boardroom’s policies, procedures and audit processes.
• Complete validation for Anti-Money Laundering and Politically Exposed Persons as required.
• Ensure accurate input of client/security holder data into SREG in relation to static changes and Off Market.
• Transfers as per AML, FATCA, Mfund requirements and Unlisted Requirements.
• Daily processing of applications via Mfund or Calastone systems.
• Daily downloads of BPAY payments to relevant funds as required.
• Daily reconciliation of funds received and banked.
• Daily, weekly or monthly reporting of applications and transfers.
• Upload, entry and authorisation of unit pricing.
• Create and process payments for redemptions or commissions.
• Manage any rejections and follow-up where necessary using email or other correspondence tools.
• Investigations for investor or client enquiries including recalling documents from storage and system searches.
• Provide support, guidance and back up to other team members as required.
• Any other tasks/project assigned by your superior and management.

• Minimum Diploma/Degree in related disciplines.
• Operational experience in funds management, registries or the financial services sector.
• Intermediate/Advanced Microsoft Excel, MS, computer skills.
• Excellent customer service, verbal and written communication skills.
• Excellent time management, organisational, problem solving and prioritising skills.
• Willing to work under Australia working hours and follow Australia public holidays.

System Administration:

• Manage and maintain the organization’s IT systems, including servers, storage, and databases.
• Ensure system performance, availability, and reliability through proactive monitoring and maintenance.
• Oversee system backups, disaster recovery planning, and data protection strategies.

Network Management:

• Design, implement, and manage network infrastructure, including LAN, WAN, SDWAN, and cloud networks.
• Ensure network security through the implementation of firewall, IDS/IPS, SWG policies, and other security measures.
• Monitor network performance, troubleshoot issues, and optimize network resources.

Compliance:

• Enforce IT security policies and procedures to safeguard against cyber threats.
• Ensure compliance with relevant regulations and standards, such as ISAE, and ISO.
• Conduct regular system and security audits, reviews, and vulnerability assessments.

• Minimum of a Diploma or equivalent in Computer Science / Information Systems / Information Technology.
• At least 3 years of working experience in related field.
• Based in Klang Valley, on-site, but willing to travel within Malaysia.
• Relevant certifications are a plus. (I.e., Azure Administrator Associate, AWS Cloud Practitioner, CCNA, ITIL)
• Deep knowledge of IT infrastructure, network design, and security protocols.

• Responsible for formulating business development strategy to meet the ESG Business Unit targets.
• Responsible for delivering in accordance with the Business Unit Annual Revenue Targets.
• Arrange business development meetings with prospective clients in line with the weekly targets.
• Conduct research to identify clients’ needs, new clients, and new markets.
• Promote the Company’s products/services addressing clients’ objectives.
• Prepare Proposals and Letter of Engagement ensuring adherence to the law-established rules and guidelines.
• Keep record of sales, revenue and invoices etc.
• Build long-term relationships with new and existing customers.
• Training customers on new products and services and troubleshooting queries and issues.
• Organize and participate in industry networking events and customer engagement activities to increase brand value.
• Support internal operations teams to adjust processes and systems to improve business operations.
• Any other tasks/project assigned by your superior and management.

• BSc/BA in business administration, sales or relevant field.
• Experience working with international clients (especially across Malaysia, Singapore).
• Commercial experience, detailed knowledge and technical skills with sustainability and ESG are highly desirable.
• Skills/knowledge in environmental management, climate science, sustainability, energy and/or public policy.
• Strong business and communication skills.
• Highly articulate with excellent presentation skills (especially PowerPoint and Excel).
• Strong numerical, analytical and strategic thinking skills, and sound business acumen.
• Demonstrate solution-based approach.

• Answering customer inquiries, scheduling meetings, and sales appointments, and following up with customers about their needs.
• Compiling a daily list of sales leads, delegating leads to the sales department, and providing sales data and guides to the sales department.
• Performing data entry duties in regards to metrics, sales figures and other key data (ie. Salesforce system).
• Compiling daily lists of leads and delegating them to sales team associates.
• Maintaining an accessible and organized filing system for sales and administrative professionals.
• Handling all administrative duties for the sales department or team, including scheduling client conferences and meetings.
• Providing assistance to management team members and executives as needed on data-related support.
• Creating and processing sales in a timely manner.
• Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports.
• Recording sales trends and liaising with account managers to develop sales strategies.
• Reporting any unusual activity to supervisors.
• Expediting requests rush orders and altering sales orders and shipping information as required.
• Any other tasks/project assigned by your superior and management.

• Minimum high school diploma or equivalent.
• Someone with exposure to customer service from an international B2B firm who is consultative and client centric.
• Adept in both written and spoken in English.
• An understanding of sales principles and sales cycles.
• Experience using Salesforce as user and/or admin is preferable.
• Experience in administration and high-volume contracts management.
• The ability to multitask and quickly switch your focus.
• Computer literacy, IT skills, and typing skills.
• Fast learner and enthusiastic for picking up new skills.

Operations Management

• Lead, motivate, and support a team within a time-sensitive and demanding environment, including career development plans for direct reports and problem resolution.
• Improve operational management systems, processes, and best practices.
• Manage clients, internal and external stakeholders such as Legal and Compliance to ensure all aspects.
• Ensure operational excellence and deliver end to end administration plan lifecycle in accordance with client’s requirements and in conformance to MAS licensing conditions or other regulatory requirements.
• Plan, assign and monitor resources effectively to boost operational efficiency and maximize deliverables output.
• Deepen relationships with clients, internal and external stakeholders such as third-party vendors.
• Manage incidents or complaints in accordance to Company/Group’s policies and guidelines, and report/escalate to appropriate management channels, as necessary.
• Liaise with Internal/External auditors, third party service providers, internal business units when necessary.
• Comply with data integrity and security policies.

Support role to the business

• Provide support to Business Development team in planning or discussions in onboarding of clients and bidding projects.
• Any other tasks/project assigned by your superior and management.

• Four or more years of experience in an operations management role, preferably in B2B environment or share plan industry.
• Proven success in a corporate setting, working with all levels of management.
• Degree from a reputable institution

• While a portion of your time will be devoted to supporting the Technical Architect in architecting solutions, a majority of your effort will be hands-on coding
• Drive architecture direction of Boardroom Technical frameworks as determined by the Technical Architect.
• Take an ownership role in the technical oversight of complex system development projects. That is, working closely with Project Managers and Business / Test Analysts to produce accurate scope, be involved in the planning, technical delivery estimates, coordination and lead technical activities across a project’s full delivery lifecycle. This will include working closely with the Technical Architect.
• Provide regular and effective progress updates to and work closely with Project Managers to ensure the management of any delivery risks or issues.
• Define delivery phases of the project including technical activities, sub-activities, and milestones ensuring these are documented and used as the basis for the project schedule.
• Champion agreed coding best practices, ensure developers are producing quality code and are adhering to the software quality standards agreed by the team.
• Undertake and facilitate code reviews between developers and ensure they are being completed in a frequent and timely fashion.
• Work closely with relevant individuals internally to ensure alignment and coordination across technical delivery teams as part of the seamless implementation of existing and new systems
• Contributing to post implementation reviews helping to demonstrate success or otherwise of projects.
• Understand the career aspirations of individuals and supporting, mentoring them to achieve their goals in line with the wider goals of the team, department and the organisation is critical to the role.
• A Collaborative Culture is everything to us, so this leadership role is integral to championing and facilitating an environment of trust, mutual respect, teamwork and ensuring Boardroom is a workplace of choice that attracts, develops and retains highly skilled people.
• Any other tasks/project assigned by your superior and management.

• Tertiary degree in a related discipline such as Computer Science or Information Systems.
• Proven employment of at least 5 years in a similar role.
• Experience in financial industry and / or Business as usual (BAU) preferred but not mandatory.
• Excellent technical knowledge of C# .Net Core.
• Excellent knowledge of Angular.
• Excellent knowledge of object orientated disciplines and techniques.
• A strong knowledge of ASP.NET / MVC / WebAPI.
• A strong knowledge of HTML5, CSS, SCSS, Bootstrap.
• Excellent SQL, database design and DDL skills.
• Experience with unit testing, mocking libraries (like NSubstitute) and DI.
• Good XML and XSLT skills.
• Good documentation skills.
• Knowledge of Delphi language would be an advantage.
• Knowledge of GIT and branching/merging strategies.

• Be the critical link between the business operational needs and IT development resources.
• Facilitating workshops with stakeholders and business representatives in a collaborative manner to drive out requirements scope using a variety of industry standard techniques.
• Managing and engaging stakeholders at all levels.
• Delivery of current and target state processes (as is / to be) for improvement initiatives.
• Analysis of root causes and determining remediation steps and identifying breaches.
• Document business requirements in an efficient manner that allows development to be done in an Agile environment
• Able to use business knowledge to not only test development work, but proactively uncovering and analysing issues to facilitate quick resolution.
• Be able to accurately estimate the time required to gather business requirements and conduct testing.
• Work with stakeholders, developers, and business representatives in a collaborative manner to drive out test scope and coverage.
• Writing structured test plans, detailed test cases and executing them through to completion.
• Writing simple user guides/documentation.
• Working to an agreed project plan and meeting deadlines.
• Any other tasks/project assigned by your superior and management.

• Minimum of 6+ years in a similar role
• Previous experience on a number of end to end projects
• Strong understanding of internal business functions.
• Experience in financial industry
• An understanding of unit trust and listed issuer requirements.
• Excellent verbal and written communication skills.
• Intermediate knowledge of Excel, Word and Visio and PL/SQL.
• Organisational skills.
• Attention to detail.
• Problem solving skills.
• Accountability and ability to prioritise work.
• Ability to work under pressure and meet deadlines.
• Positive and energetic manner.

• Work with stakeholders, business analysts, developers, and business representatives in a collaborative manner to drive out test scope.
• Review business requirements and business rules to ensure understanding of the technical delivery.
• Able to use gained knowledge to not only test development work, but also proactively find issues, and actually analysing issues to facilitate quick issues resolution.
• Be able to accurately estimate the time to deliver test deliverables.
• Writing structured test plans, detailed test cases and following them through to completion.
• Writing simple user guides/documentation.
• Working through an agreed project plan and meeting deadlines.
• Any other tasks/project assigned by your superior and management.

* Key Deliverables

• High Level Scoping and effort estimation.
• Develop Test Strategy.
• Plans and support the technical delivery.
• Document Detailed ST/SIT Cases.
• Manage and Execute ST/SIT Phases.
• Manage and Support UAT Test Phase.
• Support the Release to Production.
• Manage and Execute PVT Phase.

• At least bachelor’s degree in a related discipline such as Computer Science or Information Systems preferred but not mandatory.
• Proven employment of at least 3+ years in a similar role.
• Extensive knowledge of test principles and techniques.
• Experience with Functional testing including System, integration, regression, API, & End to End.
• Experience with guiding UAT and writing User Acceptance Test scenarios.
• Experience across a wide range of technologies; desktop, web and mobile applications, API solutions, data related projects.
• Proficient in PL/SQL and able to build queries for Database testing.
• Experience with Test delivery tools (Confluence, Mantis & TestRail etc) preferred.
• Experience with implementing and maintaining test automation highly desirable.
• Experience in financial industry preferred but not mandatory.
• Testing certified – ISTQB preferred.

• Assist Compliance to prepare and review the Company’s internal customer due diligence documents eg Customer Due Diligence (CDD) forms.
• Validating information obtained from clients through a combination of research as well as internal and external databases.
• Assist Compliance to conduct research, review and update the AML/CFT policy to reflect the current trends/regulations.
• Conduct internal compliance monitoring and quality assurance to ensure KYC procedures are properly implemented and in line with the Company’s AML Policy.
• Work closely with respective Regional Compliance Officer (Malaysia, Singapore and Hong Kong) on the completion of the evaluation of the customer risk rating based on criteria established by the Company.
• Investigating possible matches generated from the screening against sanctions, PEP and adverse news media and escalate to Compliance.
• Liaise with Business Units for client information pertaining to KYC reviews and ensuring all queries are dealt with in a timely manner.
• Provide overall support to Compliance function and assist with any ad hoc tasks as required by your superior and/or management.
• Any other tasks/project assigned by your superior and management.

• Minimum of 1 year experience in Corporate Secretarial field.
• Master’s or Bachelor’s degree graduate in Corporate Administration / Corporate Governance, or related field.
• ICSA / CGI certification is a plus.
• Good knowledge of Listing Requirements, Companies Act, Capital Market and Securities Act, procedures and guidelines.
• Strong Microsoft Office skills.
• Conscientiousness and Detailed Oriented.

• Assist in the provision of company secretarial support services to corporate clients.
• Assist in the preparation of relevant documents relating to secretarial matters such as Annual General.
• Meetings; transfer of shares; changes in board of directors; increase in share capital; changes in bank signatories, etc.
• Assist in the preparation of resolutions, minutes, statutory records and filling.
• Assist to draft or prepare correspondences such as emails, letters, circulars, etc.
• Research and develop knowledge of Companies Act 1965, Listing Requirements, Malaysian Code on Corporate Governance and other relevant Securities Commission guidelines.
• To undertake other assigned tasks and duties whenever required.
• Any other tasks/project assigned by your superior and management.

• Candidate must possess or currently pursuing a Bachelor’s Degree in Business Studies / Administration / Management or equivalent.
• Positive attitude and willingness to learn.
• Good communication and interpersonal skills.
• On the job training provided.
• 5 working days.