• Acting as a primary point of contact on client’s inquires include client servicing and market activation. Liaise closely with the relationship management team, Trading Team to assist clients obtain access into global markets for trading.• Responsible for analysis and generate accurate market reports to identify the risk items at the market level. Review and sign off risk control reports as per reporting guidelines to the direct manager. Ensure internal control processes are adequate and documented appropriately as per standards.• Acting as Team Lead for Fund Merger and Conversion projects in the team, coordinate and working closely with external institutions; provide accurate insights and meaningful data to all related parties.• Compiling data for and prepares periodic market status reports of a highly complex nature, conducting in-depth analysis and provide support on queries from Investment Managers, clients, RMs and service providers.• Providing analysis, reporting, and monitoring of risk exposure and adhere to standards with regards to violations and escalation of potential issues. Ensure the risks are correctly measured, aggregated, and analyzed in accordance with market opening rules.• Supporting the market opening aspects of the operations including preparing weekly KPI report, presenting project updates to client. Effectively manage day-to-day internal/external inquires within 24 hrs.

• Worked with a wide spectrum of internal/external parties, researches and resolves global documentation issues, liaised with other internal business groups, BNYM, Local Market Sub Custodian, CRA and Consulates to resolve discrepancies and problems; ensure delivery of an exceptional project client service.• Led the one of the largest Business Conversions & Fund Merger project from client’s previous global custodian to BNYM.• Received Client Experience Award in Q3 and Q4 2020 in the company.• Researched and responded to inquiries from internal/external for more than 300 institutional affiliates, or agencies related to the workgroup, kept current industry/systems knowledge and provided management reporting as required.• Resolved problems, managed administrative/operational issues and monitored accounts to ensure client satisfaction and adherence to service level standards.

- Research and respond to inquiries from internal/external clients or agencies related to the workgroup, keeping current on industry/systems knowledge and providing management reporting, as required;- Acquires in-depth knowledge of market opening and proxy requirements in global markets and uses this knowledge to educate clients on market complexities, nuances and timelines;- Reviews client documentation to ensure clients are correctly papered in global markets in line with their structures. Understanding the client and correctly documenting clients in global markets is key to obtaining the right tax treatment and reporting for clients;- Researches and resolves global documentation issues, identifying and engaging all parties as needed, and liaising with other internal business groups, BNYM, CRA and Consulates to resolve discrepancies and problems;- independently assist clients through the market opening, initial solicitation of documentation for global tax, US and proxy, as well as all required reclaims and renewals for all documentation acting as the point of contact for clients at all times;- Participate in client meetings for matters regarding Global Market and Proxy Documentation; Global Markets, Global Tax, QI and FATCA and Proxy Documentation;- Works with all required internal groups and has responsibility for bringing on the client timely and efficiently in all matters related to global market, global tax and proxy documents

• Advising students and parents on college programs with career perspectives.• Overseeing the admission process from inquiry to enrollment. Implementing admission policies and procedures.• Reviewing and evaluating applications and making admission decisions for both new and transfer students. Communicating with students and recruitment agents on admission decisions.• Developing and implementing marketing strategies and programs to recruit students.• Assisting on international recruitment procedures. Communicating with marketing department on students’ application status. Attending oversea education fairs if necessary.• Developing informational presentations to target audiences.• Keeping regular communications with oversea recruitment agents.• Planning, implementing, and coordinating the educational programs and academic quality assurance procedures of the College.• Involving in regular students’ activities, new students’ orientation, health insurance seminar, and health and safety seminar etc.

• Maintain and update employee files; HR files, training records, HR systems and monthly list and reports.• Maintain & Update the content on the organization website.• Review candidates' resume, schedule and conduct interviews/testing as required.• Prepare for new employee start-up procedure including new employee set-up, offer letter, employment agreements and new hiring orientation.• Provides payroll information by collecting time and attendance records.• Provides secretarial support by entering, formatting, and printing information; organizing work; answering phone calls; replying messages; maintaining office equipment and supplies.• Documents human resources actions by completing forms, reports, logs, and records.• Translate business documents from English to Chinese.

• Greet and answer customers’ enquiries in a professional and courteous manner;• Resolve problems or discrepancies concerning customers' accounts quickly and professionally;• Create positive customer experience by understanding and meeting customers’ service needs accurately and efficiently;• Process customer cash deposits and withdrawals, cheques, outward remittances, wire transfers, funds settlement, credit card payments, and other related banking transactions;• Sort and file deposit slips and cheques;• Ensure the confidentiality of the Bank and its customers’ information;• Provide administrative support, including filling documents and coordinating office upkeep with building management service to resolve facility related issues.