Operations Trainee

CASH Financial Services
Full Time
Junior (less than 3 years)
Higher Diploma / Foundation Year / Associate Degree
English, Cantonese, Mandarin (Putonghua)

Job Description

Operations Trainee

Location: Sheung Wan

As our Operations Trainee, you will gain a solid understanding of securities brokerage business and operational best practices. You will be responsible for providing full spectrum of operational support to our clients and internal stakeholders to foster positive customer services experience, to ensure operational practices are in alignment with regulations and to optimize business operations efficiency.


  • Perform account opening activities and handle clients’ and internal stakeholders’ enquiries in a timely manner with professionalism;
  • Assist our clients in executing both local and overseas securities and commodities orders via Automatic Matching System;
  • Handle daily settlement of counter operations and process cash and physical scrip transactions;
  • Match daily transaction records and compile various types of trading reports for management’s review;
  • Assist in other ad-hoc projects as assigned.


  • Associate degree or Degree holder in Finance, Economic, Accounting or other related business disciplines;
  • Pass in HKSI Paper 1, 7 & 8 or Holder of SFC RA1 & 2 licenses is highly preferred;
  • Good command of spoken and written English and Cantonese is a must; Proficiency in Mandarin is an advantage;
  • A good team player with excellent interpersonal skill and proactive attitude; Detail-minded, well-organized with strong sense of responsibility;
  • Proficient in MS Word, Excel, PowerPoint and Chinese Word Processing.

Please apply in confidence with full resume, current and expected salary, quoting reference no. S/CSD/0615 in the subject line to the Human Resources Department, CASH Financial Services Group Limited, 21/F., Low Block, Grand Millennium Plaza, 181 Queen's Road Central, Hong Kong or email to [email redacted, apply via Jobable].

The information provided will be used for selection purpose only. All information of unsuccessful applicants will be destroyed within six months.

Professional Qualifications

  • HKSI - Any Paper

Technical Skills

  • Accountancy
  • Commodities
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft Word
  • Settlements