Assist the supervisor(s) in handling of the daily operations pertaining to Pension Fund administration, under both ORSO and MPF regimes.
Process, check and approve MPF / ORSO transactions including employer applications, member enrolments, contributions, change of investment mandate and fund switching, fund re-balancing and termination processing and benefit payment.
Assist the supervisor(s) in the review and update of procedures and operation flows to improve operating efficiency.
Assist the supervisor(s) in the monitoring of the team and provide guidelines and assistance to juniors, and as trainer to new joiners.
Assist to prepare routine correspondence emails and letters to clients, and make follow up calls to employers / members to resolve operational issues.
Monitor pending transactions and check reconciliation reports to ensure follow up actions of the team are taken timely.
Prepare MPF / ORSO statutory reports, internal statistical reports, ORSO scheme’s annual filing documents and assist the supervisor(s) to reply to enquiries from the MPFA, other regulatory or governing bodies, where applicable.
Handle verbal and written inquiries from other internal departments and clients in a timely and professional manner.
Ensure strict compliance with legislative requirements and control procedures.
University graduate or equivalent; candidates without such academic qualification but with over 5 years of related experience will also be considered.
Minimum 3 years’ working experience in ORSO and MPF pension fund administration
Knowledge of using Pension Fund Administration system (e.g. MPF Pro)
Good PC software knowledge and skills (e.g. MS Word and Excel)
Good command of spoken and written English and Chinese
Good communication and interpersonal skills
Candidates with less experience will be considered for Assistant Officer
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