Reconciliations Associate, Employee Benefits Solutions

Reconciliations Associate, Employee Benefits Solutions

Job Responsibilities
  • Perform daily reconciliations between internal systems, bank accounts, custodians and third party reporting.
  • Comply with requirements outlined by Australian law and regulated government bodies.
  • Comply with segregation of duties requirements.
  • Identify, investigate and thoroughly document reconciliation breaks.
  • Escalate unresolved or aged breaks in line with reconciliation procedures.
  • Track & follow up outstanding reconciliation items until resolution within strict business SLAs.
  • Support audit, compliance & reporting requirements.
  • Assist in implementing new reconciliations into the existing framework.
  • Partner with EBS and other Boardroom colleagues to resolve complex issues.
Requirements
  • 3+ Years experience in reconciliations departments within financial services or regulated environments.
  • Knowledge of Client Money Rules as defined in the Australian Corporations Act 2001.
  • Strong analytical & problem solving skills.
  • Intermediate to Advanced Excel competency.
  • Prior exposure to audit, risk or compliance interactions.
  • Willing to work for Australia working hours and follow Australia public holidays.

Operations Manager, Fund Services

Operations Manager, Fund Services

Job Responsibilities

Service delivery and registry operations

  • Own daily registry delivery across investor onboarding, applications, redemptions, transfers, switches, distributions, unit-holder maintenance, communications and periodic processing.
  • Ensure transaction cut-offs, authorizations, cash and unit reconciliations, exception handling and client-specific service levels are met with complete evidence and clear ownership.
  • Maintain effective capacity planning for business-as-usual demand, fund launches, distributions, tax cycles, corporate actions and other peak events.
  • Provide accurate, timely operational reporting and proactively manage aged items, incidents, complaints and client-impacting exceptions.

 

Risk, controls and regulatory execution

  • Operate a documented first-line control framework covering maker-checker controls, reconciliations, access, segregation of duties, data quality, record keeping and quality assurance.
  • Partner with Risk and Compliance to implement applicable obligations, including AML/CTF and customer due diligence, sanctions screening, privacy, complaints, FATCA/CRS and financial-services requirements.
  • Maintain current procedures, risk and control assessments, issue registers and audit evidence; ensure incidents are assessed, escalated, investigated and remediated to agreed timeframes.
  • Embed operational-resilience practices, including business continuity exercises, critical-process mapping, tolerance awareness, dependency management and service-provider oversight relevant to client obligations.

 

Client and stakeholder leadership

  • Act as the senior operational contact for service reviews, escalations, due diligence, audits, transitions and change initiatives.
  • Translate client needs into clear operating requirements and provide transparent status, root-cause analysis, remediation plans and risk-based recommendations.
  • Build trusted relationships while balancing investor outcomes, contractual commitments, operational risk and commercial sustainability.
  • Support new-business due diligence, solution design, onboarding and fund migrations with realistic effort, control and readiness assessments.

 

People leadership and workforce capability

  • Lead, coach and hold Team Leaders accountable for service, risk, quality, productivity, conduct and employee experience.
  • Set measurable objectives, conduct regular performance and development conversations, and maintain succession and critical-skill plans.
  • Build a cross-skilled workforce with clear role coverage, training accreditation, procedure competency and resilience during planned and unplanned absences.
  • Foster psychological safety, respectful challenge, inclusive decision-making and a practical culture of ownership and continuous improvement.

 

Data, technology and continuous improvement

  • Use operational data to identify failure demand, bottlenecks, control weaknesses, service trends and automation opportunities.
  • Own a prioritised improvement roadmap and deliver measurable benefits in turnaround time, straight-through processing, accuracy, control effectiveness and employee effort.
  • Partner with Technology on requirements, testing, release readiness and post-implementation assurance; ensure automation has appropriate controls, monitoring and fallback procedures.
  • Promote secure handling of investor information and disciplined adoption of digital tools, workflow, analytics and AI in line with approved governance.
Requirements
  • Substantial operations leadership experience in share registry, transfer agency, fund administration, custody, superannuation administration or a comparable regulated financial-services environment.
  • Demonstrated knowledge of unlisted fund transaction lifecycles, investor records, cash and unit reconciliations, distributions and client service delivery.
  • Practical experience with operational risk, incident and breach processes, audit readiness, AML/CTF and customer due diligence, privacy and data controls.
  • Proven ability to lead through change, build Team Leader capability and improve performance using data, lean methods, workflow and automation.
  • Relevant tertiary qualification or equivalent industry experience. Registry, managed-investment, risk, compliance or process-improvement credentials are advantageous.
  • Willing to work under Australia working hours and follow Australia public holidays.

Corporate Secretarial Manager (Supporting SG jurisdiction)

Corporate Secretarial Manager (Supporting SG jurisdiction)

Job Responsibilities
  • To lead and manage the Singapore Corporate Secretarial BoardRoom Hub (BR CS Hub) department, ensuring high-quality client service, operational excellence, strategic planning, and team development. The role involves overseeing client portfolios, financial performance, compliance, and contributing to business growth and innovation.
  • Responsible for ensuring that commitment to clients and/or CS country teams (together defined as “clients”) are followed up in a timely manner, that the clients are satisfied and to continually engage with clients.
  • Provide excellent customer service ensuring clients deliverables are acted on promptly according to agreed Service Level Agreement (“SLA”).
  • Develop an in-depth knowledge of existing and potential clients, their industry and key contacts.
  • Oversee and manage the operations of the BR CS Hub team, ensuring alignment with departmental goals, service delivery standards, and client expectations. Coordinate with regional teams to ensure consistency and efficiency across locations.
  • Perform review and provide value-add to the work to be submitted to clients.
  • Maintain good client relationship, assess service deliverables, templates and process for continuous improvements and identify possible expansion of services.
  • Develop and present technical training courses for BR CS Hub teams.
Requirements

Professional Requirements or Prerequisites:

  • Possesses Degree/Diploma in Business Administration or Law
  • At least 6 years’ experience in corporate secretarial work is a great advantage.
  • Experience in handling Singapore public listed companies is an added advantage
  • Holding or currently pursuing corporate secretarial qualifications (CSIS / MAICSA) would be advantageous.

Digital Marketing Manager

Digital Marketing Manager

Job Responsibilities
  • Develop and implement integrated digital marketing strategies to increase brand awareness, drive traffic, and generate leads.
  • Manage the overall content strategy, including development of a content calendar aligned to business priorities and campaign timelines.
  • Oversee the social media calendar, ensuring consistent and timely messaging across channels.
  • Lead content development across websites, blogs, email campaigns, social media and other digital channels, ensuring brand alignment and relevance with the support of marketing agencies.
  • Manage website performance, SEO optimisation, and user experience improvements.
  • Lead and execute email marketing and marketing automation strategy, ensuring contents are updated and ensuring marketing automation journey follows industry best practice
  • Analyse performance metrics across social media and email marketing channels
  • Stay current with digital trends and best practices, and evaluate new tools and technologies to enhance marketing effectiveness.
Requirements
  • Bachelor’s degree in Marketing, Communications, Business or related field.
  • 6+ years of hands-on digital marketing experience, ideally in a B2B or professional services environment.
  • Strong understanding of all key digital marketing channels including content, SEO, social media and analytics.
  • Proficiency in tools such as Google Analytics, social media management platforms, and CRM/marketing automation systems (Salesforce engagement cloud preferred)
  • Excellent communication, writing, and stakeholder management skills.
  • Ability to manage multiple projects and priorities in a fast-paced environment.
  • Experience working across regional or global marketing teams.
  • Strong analytical skills and a performance-driven mindset.
  • Comfortable working independently while collaborating with diverse teams across functions and geographies.
  • Proficiency in Chinese language is preferred but not required as the role covers Chinese speaking regions

Administrative Assistant (Independent Contractor)

Administrative Assistant (Independent Contractor)

Job Responsibilities
  • Assisting with various administrative tasks such as document preparation, updating and maintaining both physical and digital records and files, upon request and as guided by the supervisor
  • Able to maintain confidentiality in work at all times.
  • Must possess basic understanding of databases and working knowledge in office computer system or applications.
  • Must be organized, great attention to detail, dateline oriented.
  • Report to work in office upon request by supervisor.
  • Data verification based on guidance provided by the supervisor.
  • Attend general meeting physically for scrutineering job assigned by the supervisor.
Requirements
  • Diploma or Certificate in Business Administration or other related disciplines.
  • Fresh graduate or 2 years of relevant and related experience is welcome to apply.

Corporate Secretarial Executive

Corporate Secretarial Executive

Job Responsibilities
  • Undertake corporate secretarial work for PLCs and Sdn Bhds.
  • Provide good client service ensuring clients receive prompt responses to requests and queries within stipulated timeline.
  • Review and ensure that statutory books are in order and updated for their portfolio of clients.
  • Review statutory documents and forms. Preparation and co-ordination of statutory books and documents.
  • Follow-up with client on the return of documents and forms and ensuring submission of statutory forms and documents to the Companies Commission of Malaysia, Securities Commission and Bursa Malaysia within the stipulated deadline.
  • Remind clients on deadline of holding Annual General Meeting for their portfolio of clients.
  • Liaise with auditors in preparation for and during annual audits. Attend to auditors’ queries on behalf of clients.
  • Ensure prompt billing and responsible for WIP and answer for write-offs. Monitor budget set for each job.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum 2 years of relevant Corporate Secretarial experience.
  • Possess Degree in Corporate Administration, Business Administration, or other related disciplines.
  • ICSA qualification is a plus. · Strong written and verbal communication skills.
  • Good knowledge of Listing Requirements, Companies Act, Capital Market and Securities Act, procedures and guidelines.
  • Strong Microsoft Office skills (especially Word) and knowledge of Secretarial software (eg. View Point).
  • Good client servicing skills and strong problem solving skills.
  • Meticulous, Organized, Pro-active and adaptable in working styles.
  • Ability to prioritize work and meet deadlines.

Client Services Associate, Fund Services

Client Services Associate, Fund Services

Job Responsibilities
  • 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.
Requirements
  • 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.

Data Entry (Contract)

Data Entry (Contract)

Job Responsibilities
  • Accurately enter data into company databases and systems
  • Verify and update existing data records as needed
  • Perform regular quality checks to ensure data accuracy
  • Organize and maintain data files for easy access and retrieval
  • Assist with generating reports and other data-related tasks as required
  • Follow data privacy and security procedures to protect sensitive information
Requirements
  • Proficiency in English (written and spoken)
  • Ability to read and write in Mandarin Chinese
  • High attention to detail and accuracy
  • Strong organizational skills and ability to meet deadlines
  • Experience with data entry or similar roles is preferred
  • Familiarity with basic computer software (e.g., Microsoft Office, Google Sheets)
  • Ability to work independently with minimal supervision

Internship for Corporate Secretarial

Internship for Corporate Secretarial

Job Responsibilities
  • 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.
Requirements
  • 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.

Corporate Secretarial Manager

Corporate Secretarial Manager

Job Responsibilities
  • Undertake corporate secretarial work for PLCs and Sdn Bhds.
  • Manage a team of corporate secretarial staff in all aspects of company secretarial functions inclusive of:
    • Prepare / review of resolutions and documents for lodgment at the relevant authorities and monitor compliance with submission deadlines;
    • Advise / guide clients on policies, processes and statutory issues;
    • Liaise with Companies Commission of Malaysia, Bursa Malaysia, Securities Commission and all other relevant authorities in connection with company secretarial matters and alert clients on regulatory updates;
    • Maintain and update the statutory books and records in compliance with the Companies Act, Bursa Malaysia’s Listing Requirements and any other regulatory requirements;
    • Attend Board meetings, Annual General Meetings, Extraordinary General Meetings and others as required, and undertake preparation of meeting notice, agenda and minutes;
    • Update and maintain relevant statutory records and documents; and
    • New business registration, licensing, work permit applications, restructuring or liquidation of companies.
  • Act as named CoSec for PLCS.
  • Fully accountable for client servicing and relationship building with the assigned portfolio of companies.
  • Fee billing and collection / revenue KPI.
  • Participate in events, seminars and conferences and develop and win business opportunities with potential clients.
  • Any other tasks/project assigned by your superior and management.
Requirements
  • Minimum 8 years of relevant company secretarial experience in commercial companies or medium to large secretarial service providers (strongly preferred).
  • ICSA or Degree / Diploma in relevant disciplines such as Corporate Administration, Business Administration, etc.
  • MAICSA / MACS membership is a plus.
  • Sound knowledge in Listing Requirements, Companies Act, Capital Market & Securities Act and any other statutory requirements, securities or business rules and regulations that are related to corporate secretarial function.
  • Experience in administering services to both private limited and public-listed companies, and handling multinationals, regional offices and branch offices.
  • Good inter-personal and communication skills.
  • Possess strong command of English language and business writing skills.
  • Proven proficiency in minutes writing.
  • Able to work independently with strong sense of integrity and trust.
  • Knowledge of MS Word / Excel and secretarial software.