Associate - AEOI Compliance

{
  "content_hash": "99d38ce35b88a3cf40e01aa3f695dc87509c4f0b5d4a7dd14ecd8aa329c0d26c",
  "source_hash": "9345212ef33a715f13bd5ac11f0b9d730135e87ec2b6d2f25b0bc3cb30c82ac8",
  "last_changed_at": "2026-05-30T06:01:18.545Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Central, Hong Kong, 000, Hong Kong",
    "city": "Central",
    "region": "Hong Kong",
    "country": null,
    "is_remote": false,
    "confidence": 0.8
  },
  "salary_max": null,
  "salary_min": null,
  "inferred_at": "2026-06-06T10:31:21.894Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Central, Hong Kong, 000, Hong Kong",
      "city": "Central",
      "region": "Hong Kong",
      "country": null,
      "is_remote": false,
      "confidence": 0.8
    },
    "countries": []
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": null,
  "salary_currency": null
}

{}

{
  "list_job": {
    "id": "1281",
    "isRemote": null,
    "location": {
      "city": "Central",
      "state": "Hong Kong"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "21247",
    "locationType": "2",
    "jobOpeningName": "Associate - AEOI Compliance",
    "departmentLabel": "ITC - AS - CD0101",
    "employmentStatusLabel": "Full Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Central",
      "state": "Hong Kong",
      "postalCode": "000",
      "addressCountry": "Hong Kong"
    },
    "datePosted": "2025-07-10",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span>Waystone leads the way in specialist services for the asset management industry.</span></p>\n<p><br></p>\n<p><span>Partnering with institutional investors, investment funds and asset managers, Waystone builds, supports and protects investment structures and strategies worldwide.</span></p>\n<p><br></p>\n<p><span>With over 20 years’ experience and a comprehensive range of specialist services to its name, Waystone is now serving assets under management in excess of $2Tn. Waystone provides its clients with the guidance and tools to allow them to focus on managing their investment goals with confidence.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt\">Summary: Services and maintains relationship with a portfolio of clients. Takes on a portfolio of clients with </span><br><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt\">complex structures or more demanding needs. Provides administrative support to the Directors and Associate </span><br><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt\">Director and completes database projects for client reporting.</span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt\"> </span><br><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">ESSENTIAL DUTIES AND RESPONSIBILITIES</span><br></p>\n<ul>\n<li><span>Prepare documents such as agendas, notices and relevant FATCA CRS reports. </span></li>\n<li><span>Maintains portfolio of clients with complex structures or with needs of increased difficulty.</span></li>\n<li><span>Conducts first level review of documentation for Director signature and requests changes or queries </span></li>\n<li><span>changes as required.</span></li>\n<li><span>Maintain a good working relationship with external clients as well as with internal relationship managers </span></li>\n<li><span>and other business units within Waystone.</span></li>\n<li><span>Serve as a client operational contact.</span></li>\n<li><span>Monitors the accounts receivables for portfolio of clients.</span></li>\n<li><span>Develop and maintain detailed knowledge of US FATCA, CRS and due diligence in accordance with the </span></li>\n<li><span>terms and conditions reflected in the Intergovernmental Agreements, US Treasury Regulations and other </span></li>\n<li><span>applicable legislation, regulations and administrative guidance and display understanding of FATCA and </span></li>\n<li><span>CRS required to proactively begin process of onboarding new FATCA and CRS client through to </span></li>\n<li><span>completion of onboarding process</span></li>\n<li><span>Assists in the development and implementation of department AEOI procedures and processes.</span></li>\n<li><span>Ensure a seamless operational transition for all new business from implementation through to full active </span></li>\n<li><span>status</span></li>\n<li><span>Able/willing to take on additional duties as and when required.</span></li>\n<li><span>Assists colleagues when capacity permits and notifies Team Lead with availability.</span></li>\n<li><span>Assists Associate Director when other members of team are out of the office with monitoring inboxes and </span></li>\n<li><span>processing work.</span></li>\n<li><span>Share key learning and knowledge lessons at team meetings.</span></li>\n<li><span>Keeps database up to date and ensures assigned engagements have accurate information and are fully </span></li>\n<li><span>completed.</span></li>\n<li><span>Follows all processes and procedures in relation to DEF preparation within Waystone Tracker and </span></li>\n<li><span>DocuSign including ensuring that all documentation is given to the Associate Director for review.</span></li>\n<li><span>Timely management of inbox and ensures all client emails are saved to Waystone Tracker. </span></li>\n<li><span>Monitors DEF status in DocuSign and regularly updates.</span></li>\n<li><span>Prepare AEOI Report for board meetings and arrange phone calls.</span></li>\n</ul>\n<p><br><br><span style=\"color: rgb(0, 0, 0); font-family: arial, helvetica, sans-serif; font-size: 12pt; font-weight: bold\">Education:</span><br></p>\n<ul>\n<li><span>Minimum of an Associate’s Degree or a legal qualification with 3 years of industry-related experience.</span></li>\n</ul>\n<p><br><br></p>\n<p><span>Experience:</span></p>\n<ul>\n<li><span>Transfer Agency experience desirable. </span></li>\n<li><span>Excellent interpersonal and customer service skills</span></li>\n<li><span>Working knowledge of FATCA/CRS compliance requirements.</span></li>\n<li><span>Outstanding time management, organizational skills, oral/written communication skills and attention to detail </span></li>\n<li><span>is required. </span></li>\n<li><span>Must be able to work in a fast paced environment including reporting and providing support to various </span></li>\n<li><span>members of the team.</span></li>\n<li><span>Individual with a positive “can-do” attitude who takes ownership of assigned responsibilities</span></li>\n<li><span>Proficiency in Microsoft Outlook, Excel and Word.</span></li>\n<li><span>Team player – flexible and adaptable</span></li>\n<li><span>Demonstrate ability to think strategically</span></li>\n<li><span>Language skills – Fluency in Cantonese/Mandarin is required.</span></li>\n</ul>",
    "compensation": null,
    "departmentId": "21247",
    "locationType": "2",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Associate - AEOI Compliance",
    "departmentLabel": "ITC - AS - CD0101",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://waystone.bamboohr.com/careers/1281",
    "employmentStatusLabel": "Full Time"
  }
}