• 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.

• To provide excellent customer service ensuring clients and employees receive prompt responses to requests and queries in line with departmental requirements.
• Develop an in-depth knowledge of employee share plans fundamentals and taxation implications.
• Strive for first point resolution to queries.
• Take personal responsibility for ensuring that assigned tasks are followed up and completed in a timely manner to the highest quality standard.
• The ability to confidently utilize SREG (in-house share registry software system) and run any report available on SREG for clients.
• Ensure compliance with policies, procedures and audit processes.
• Completing daily transactions for a variety of different clients.
• Complete bank and trust account reconciliations. Ensure effective and accurate communication with all stakeholders.
• Identify and recommend improvements to current procedures, risk management, processes and client servicing arrangements.

• Minimum Diploma/Degree in related disciplines.
• Operational experience in funds management, registries or the financial services sector.
• Strong understanding of internal business functions.
• Intermediate/Advanced Microsoft Excel, MS, computer skills.
• Excellent customer service, verbal and written communication skills.
• Excellent organizational, problem solving and prioritizing skills and attention to detail
• Willing to work under Australia working hours and follow Australia public holidays.

• Manage assigned payments and tax statement adhering to the procedures and audit requirements.
• Prepare project documentation.
• Communicate with and manage variety of stakeholders.
• Coordinate & manage multiple payment projects at one time.
• Test IT system changes and improvements when required.
• Log all incidents and complaints with impact to clients, investors and/or Boardroom to CAMMS portal.
• Service Platinum Client with a high standard within agreed time frame. All matters concerning potential issues to be escalated to manager immediately.
• Any other tasks/project assigned by your superior and management.

• Preferable with the knowledge of ASX listing rules; CHESS procedures and guidelines; and dividend payment process.
• Project based experience will be an advantage.
• High attention to detail and ability to work in a fast-paced environment.
• Professional customer service skills.
• Excellent time management and organizational skills including the ability to multitask /prioritize.
• Advanced interpersonal skills including strong written and verbal communication.
• Intermediate MS Office skills and willingness to learn in-house systems.
• Willing to work under Australia working hours and follow Australia public holiday.

• Assist revenue generating Business Units in Singapore and Hong Kong in billing process.
• Recuring auto billing, adhoc billing and credit note data entries.
• Investigate and resolve irregularities or billing enquiries.
• Assist with overdue aging debtors reminders if needed.
• Maintain accounts receivable files and records if needed.
• Assist in file storage if needed.
• Any ad-hoc duties as assigned.

• 1 to 2 years experience in processing billing, filing and account receivables follow-up and collections.
• Good understanding of Singapore GST rules will be advantageous.
• Diploma in Finance & Management Accounting or above.
• Good command of English in speaking and writing as has to work closely with Business Units in Singapore and Hong Kong.
• Proficient in Microsoft Office skills particularly in Excel and Word.

• Strong exposure to sustainability and ESG research and analysis across sectors.
• Deliver ESG engagements across ESG strategy, and reporting.
• Ability to draft well-articulated sustainability report, presentations
• Strong understanding of ESG standards and frameworks, issues, opportunities, trends and policies.
• Analysis of company policies, processes and commitments across ESG metrics.
• Analysis of country-level ESG regulations and policies.
• Prepare client-ready presentations that are well-structured, logical and clear to understand.
• Work with appropriate supervision and guidance from Manager.
• Work collaboratively with offshore teams in the development and delivery of presentations and key findings.
• Articulate findings through visually appealing / appropriate frameworks and in a clear, concise, and grammatically correct business English (both written and verbal).
• Independently handle multiple projects with minimal supervision.
• Showcase a greater degree of flexibility, steer well through complexity/ambiguity and cater to everchanging requirements from the Leadership.

• Masters or Bachelors in Environmental Management, Climate Science, Sustainability, Energy, Public Policy is desirable.
• At least 3 years of experience in sustainability and ESG research in a leading research and/or consulting firm

• 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

• 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

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.