「Sales Specialist, Risk Intelligence」的相似工作

60% Event Administrative support • Provide administrative support in associate with education events (design meeting invitation, set up registration link, event request forms, speaker request form, prepare pre- and post-event documents and reports) • Plan and coordinate logistics for events (flight and accommodation booking, venue decoration..etc.) • Ensure payments to vendors are made on-time • Vendor & contract management • Work with APAC teams to streamline internal paperwork process Support medical education events on-sites Ensure Legal & Compliance guidelines are met for the department • Incorporate regular communication with Legal & Compliance to understand present and changing parameters. • Be the gatekeeper to ensure all arrangement have met the compliance guideline 30% Digital education platforms management • Maintain and improve corporate online education platforms (website & APP) contents for Taiwan • ZBI LINE Official account members & communication management • Implements new vehicles for communication in response to technological advancement (VR/AR) • Promote and drive user adoption rate for the online training platforms • Online event announcements and promotions • Coordinate with Taiwan and oversea counterparts to ensure the digital platforms contents are the most relevant to customers • Be aware of and ensure company branding and ZBI specific branding is adhered to and met 10% Fellowship • Assists the success of Taiwan fellowship applications • Communicate with APAC team and US hospitals for the education needs and travel arrangements of the fellowship program

我們有最專業的國際團隊，夥伴的國籍遍佈英國、紐西蘭、澳洲、阿聯酋、新加坡、香港、上海及台灣等地。我們的客戶遍佈全球，致力提供客戶完善及先進的金融科技服務。 如果你是樂於接受挑戰的人，我們需要你的加入。 【工作內容】 1. 公司內部跨部門溝通，協助落實公司投資風險管理政策 2. 日常交易監控及維護交易平台正常運作 3. 風險專案管理執行及溝通 4. 蒐集整理相關數據 5. 其他主管交辦事項 【上班時段】 培訓期: 09:00~18:00 未來預計調整成輪班型態，輪班時間如下 晚班: 17:00~02:00

職務說明 投資業務經理： 1. AMG 全球投資專案 募資業務推廣。 2. AMG 全球數位金融WEB 3.0 募資業務推廣。 3. AMG 投資與經營理念推廣。 4. 客戶AMG資產配置建議。 5. 客戶關係服務與維繫。 其他說明： * 月收入為月底薪+獎金之基本推估。 * 年資與KPI達標配發AMG全球股權。 * 每月業績有基本KPI要求，適合目標導向與願意挑戰自我的業務人才 ! * 環境佳，福利好，學習機會多 !

瑞保網科 LnB 信用市集為台灣最大的金融科技平台 官網 https://www.lnb.com.tw/ 公司創辦人曾任職花旗銀行/中國信託/匯豐銀行/遠東銀行消金高階主管，成立至今10年多，秉持創新金融服務模式，金融科技平台借貸投資媒合，並獲得行政院國家發展基金列為重點產業投資標的，以「互信」「互利」精神，讓投資方、申貸方與平台三方皆得利！ 透過各平台的信用機制與風險管理，讓投資人跟申貸人藉由網路找到彼此，信任並互相幫助。申貸人取得資金解決需求、投資人每月獲得本息回報，使得金錢可以更有效率地被運用。 LnB 信用市集並非收、放款機構，而是一個網路媒合平台媒合申貸人與投資人，讓投資人與申貸人雙方能夠跨越傳統的仲介人銀行，金錢是直接從對口帳戶流通；除了雙方帳戶所在銀行外，金錢並不會在他人手中停留，大大減低潛在的危機。同時我們導入風險保護機制，使得投資的風險變得較能被預測，並對投資人有所保障。 #本職務針對新投資人開發及既有投資人維護 #薪資及獎金架構比照銀行理財專員水平 #每週五下午茶供應

**本職缺可遠端辦公** 【工作內容】 1. 受託買賣台股有價證券 2. 受託買賣複委託商品,包括：海外股票、債券及結構型商品（不含基金及保險商品） 【具備條件】 1. 優先條件：具備一定客戶基礎者，以及有意願加入複委託轉型計畫者優先；曾擔任銀行理專者優先。 2. 個人特質：對海外市場商品具高度熱忱，有志於在既有基礎上尋找業績突破 3. 工作經驗：具證券、銀行業務開發經驗2年以上者尤佳 4. 具備證券業務員或證券高級業務員證照 【工作環境】 國泰證券法人部提供豐富的台股研究資源及專業交易室，同時提供完善的複委託培育計畫，涵蓋多元商品的專業知識，包括海外股票、債券以及結構型商品，公司提供專業輔銷支援，協助營業員持續學習與追求成長。

【Responsibilities】 • The Key accountabilities cover for the maker role. • Perform the order placement for daily UT (Unit Trust) transaction include Subscription / Redemption / Switch. • Perform reconciliation and distribution processes for UT corporate actions. • Perform settlement processes with the Fund house, including onshore and offshore settlements. • Prepare regulatory reporting data of FSC/TA/CBC reporting. • Conduct daily accounting entries. • Collaborate with stakeholders for assigned projects, including the Product team, IT, and Branch. • Support end to end UAT testing, data verification and result validation. • Assist in UAT issue log, tracking, testing, re-testing and consolidation report. • Communicate with the Fund house to handle exceptional cases in the trade settlement process. • 主要職責涵蓋製作端（maker role）的工作內容。 • 執行每日單位信託（Unit Trust, UT）交易的下單作業，包括申購、贖回及轉換。 • 執行單位信託公司行動（corporate actions）的對帳與分配流程。 • 與基金公司進行結算流程，包括境內與境外結算。 • 準備金融監理機關（FSC/TA/CBC）相關的法規申報資料。 • 執行每日會計分錄。 • 與利害關係人合作完成指派專案，包括產品團隊、資訊部及分行。 • 支援端到端的使用者驗收測試（UAT），包括資料驗證與結果確認。 • 協助處理 UAT 問題紀錄、追蹤、測試、重新測試及彙總報告。 • 與基金公司溝通，處理交易結算流程中的特殊案例。 【Requirements】 • 大學畢或以上 • 需有信託證照 • 基本的英語能力、有基本會計知識者優先 • 有相關工作經驗者優先錄取 【Salary & Benefits】 • 享銀行正職福利 • 薪資依經驗可議 • 年假 14 天起 + 生日假 + 志工假 • 年度績效考核獎金 • 年度員工福利津貼 • 員工認股計畫及外幣換匯優惠等 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【About this role】 • Are you ready to take the lead in shaping the technology and operations landscape of a fast-evolving financial services environment? • This is a senior role where you’ll drive transformation, ensure operational excellence, and influence key decisions across local, regional, and global levels. 【What makes this role exciting?】 • Lead a talented team managing Taiwan’s critical business applications across Investments, Operations, and Distribution. • Partner closely with senior stakeholders to align local priorities with global strategies. • Drive innovation by integrating AI tools, data analytics, and next-gen technologies to simplify processes and unlock new possibilities. • Shape the future of our technology roadmap while ensuring compliance with Taiwan’s dynamic regulatory environment. • Empower and grow your team, investing in their development and building capabilities for tomorrow. 【What we’re looking for】 • 10+ years of experience in Technology/Operations with strong project management and system implementation expertise. • Proven people leadership (5+ years managing sizeable teams). • Background in asset management or financial services is a strong plus. • Strategic thinker with hands-on problem-solving skills and the ability to perform under pressure. • Proficiency in Mandarin and English. • Passion for innovation, with skills in AI, business intelligence, data analytics, and SDLC. 【Others Details】 • Working Hours：Mon-Fri, 9:00am-6:00pm. • Location：Taipei City. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/ 4144/

Job Summary: Covers operations and related activities. Provides operational support to the asset management business and/or products. Provides post-sale technical customer service to business or end-consumer customers via phone, online chat, or text including: Responding to a high volume of low complexity technical inquiries (e.g., equipment or software installation/activation/troubleshooting, providing technical product specifications & information on compatibility with other products, etc.). Providing responses to customer inquiries based on pre-determined scripts and other response guidance tools. Recommending alternative products or services (e.g., warranties) as part of customer issue resolution. Perform AML/KYC monitoring. Who we are: With over $1.9 trillion of assets under management, Invesco is one of the world’s leading global investment management firms, headquartered in Atlanta, GA. Spreading across 26 countries and with over 8400 dedicated employees, we are driven by trust and care. As one of the world’s leading asset managers, we are solely dedicated to delivering an investment experience that helps people get more out of life. To support effective management of Transfer Agency (TA) operations, with a primary focus in client servicing and ensuring compliance with Anti-Money Laundering (AML) regulations. This role is responsible for maintaining service excellence, implementing company policies, and supporting risk mitigation efforts. Key Responsibilities / Duties: Perform daily TA operational tasks accurately and efficiently. Support the implementation of TA team objectives, policies, and procedures. Deliver high-quality service to clients and respond to inquiries in a timely manner. Ensure adherence to AML policies and procedures, including transaction monitoring and client due diligence. Adhere to operational procedures and internal controls to mitigate risk and ensure regulatory compliance. Collaborate with internal stakeholders and external service providers to resolve issues and client inquiries. Participate in and support ad-hoc projects and initiatives as assigned, including process improvements and system enhancements. Work Experience / Knowledge: Bachelor’s degree in Finance or Business area of concentration 3-5 years of relevant experience in SITE industry, with exposure to TA operations and AML practices. Strong communication and interpersonal skills, especially in client-facing environments. Solid understanding of AML regulations and TA operational workflows Good organizational skills and problem-solving abilities Good command of written and spoken English Detail-oriented with a proactive and collaborative mindset SITE/SICE licenses required Our benefit policy includes but not limited to: 21 days of Annual Leave Learning and development programs Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

【About this role】 • Deliver timely and accurate client reports, presentations, and customized analyses. • Consolidate and analyze data across equities, funds, and ETFs using advanced tools (Excel VBA, SQL, Bloomberg, Python). • Partner with cross-functional teams (investment, operations, compliance, etc.) to ensure seamless client servicing. • Contribute to global and regional projects, driving improvements and innovation. • Enhance reporting processes with automation and efficiency initiatives. 【What we’re looking for】 • Degree in Finance, Business, or related field. 3–5 years’ experience in asset management, financial services, or professional services. • Strong analytical and problem-solving skills, with attention to detail. • Excellent communicator – able to explain technical insights to diverse audiences. • Proficiency in Microsoft Office (Excel VBA, PowerPoint, Word); SQL, Python, or data visualization tools are a strong plus. • Knowledge of fund accounting and portfolio performance measurement (GIPS standards) is an advantage. 【Others Details】 • Working Hours：Mon-Fri, 9:00am-6:00pm. • Location：Taipei City. • A collaborative, flexible work culture. • Career growth with comprehensive training and certifications. • Wellbeing and mental health support. • Opportunities to innovate and contribute to global projects. • Competitive benefits, retirement & savings programs. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

1.國內外指數化投資及商品發展趨勢與應用研究專題，撰寫分析報告。 2.ESG發展趨勢、政策、法規或倡議之研究、撰寫分析報告。 3.指數化投資、數據及IR議合服務推廣。 4.專案規劃策略與執行。 5.行銷活動企劃與執行。 6.主管交辦及專案業務。

【Job Responsibilities】 • 存款/存匯及定期存款作業 • 台外幣匯款作業 • 帳戶維護作業 • 其他主管交辦事項 • Operations for deposit, foreign currency exchange, and fixed-term deposits • Operations for domestic and foreign currency remittance • Account maintenance operations • Other tasks assigned by superiors 【Requirement】 • Strong PC skills(MS Office) • Good interpersonal skills to deal courteously and effectively with others • Proficient in English 【Benefits】 • 公司各項聚餐、活動參與 • 依勞基法享 勞保、健保、團保、勞退、特休假 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you. Key Accountabilities: • To enhance consumer banking sales incentive scheme through business strategy and data analysis. (including wealth management, secured loan, credit card and unsecured loan) • To design and execute CBG sales incentive program with business driver and governance approach • To provide support to business partners to help business growth, and front-line sales communication. • To provide the related data source and propose / report to management for business action. • To ensure timely delivery of sales incentive on monthly / quarterly basis. • To analyze and tracking sales performance. • To communicate with regional and cross functional teams. • To support integration project

【職位概述】 • 本職位負責領導個人信貸團隊，推動貸款產品業務發展與獲利目標達成，並確保所有流程符合內控與法遵規範。此角色將結合策略思維與領導能力，帶領團隊拓展市場份額，同時維持高品質的客戶體驗與風險控管標準。 【主要職責】 <業務發展與策略規劃> • 制定個人信貸產品（含信用貸款、整合貸款、聯名貸款等）之年度業務計畫與成長策略。 • 監控市場動態與競爭環境，提出創新方案以提升放款業績與產品競爭力。 • 與數位行銷、分行通路及合作夥伴協作，推動全通路的信貸銷售策略。 <團隊領導與績效管理> • 帶領並管理信貸業務團隊，設定明確的KPI與激勵機制，確保業績達標。 • 提升團隊專業能力與顧問式銷售技巧，建立以客戶為中心的業務文化。 • 協助團隊成員進行績效檢討與發展規劃，培養未來潛力主管。 <風險與合規管理> • 監督信貸申請、審批及核貸流程，確保遵循內部風控政策與監理規範。 • 與法遵、稽核及風險管理部門密切合作，持續優化流程及信貸品質。 • 定期審視信用政策執行成效，確保貸放穩健與資產品質維持在良好水準。 <跨部門協作與專案執行> • 與產品、數據分析、營運及IT部門合作，推動數位化與自動化信貸流程。 • 參與新產品開發與專案導入，確保業務目標與客戶需求一致。 【任職資格】 • 大學以上學歷，主修金融、商管或相關科系尤佳。 • 7-8年以上個人信貸或消金業務相關經驗，其中至少3年以上領導職經驗。 • 熟悉消費金融市場趨勢、信貸產品結構與行銷推廣策略。 • 具優異的領導力、數據分析與問題解決能力。 • 具備跨部門協作與良好溝通能力，能在快節奏環境下推動多專案並行。 ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

To act as a Team Leader and / or Team Member on assigned audit work involving Taiwan across the Group. To act as Team Leader and / or Team Member and take responsibility for overseeing the planning and execution of the audit, maintaining the audit budget, including drafting of audit issues and the audit report. To ensure that assigned audit work is executed in an efficient and effective manner, within the given budget and timelines, and in line with GIA methodology standards. To clearly explain the risks and impact of issues identified during testing to GIA and business management. The individual may support in department wide exercises such as annual planning, risk assessment and training. To actively manage relationships with senior auditee management and stakeholders. Issue validation: Ensure that all audit issue action plans agreed during audit fieldwork are tracked through to completion in accordance with methodology requirements.

【你需要做什麼?】 1. 製作風險管理報表與分析報告。 2. 分析客戶交易模式以及流量的風險評估。 3. 識別金融商品及品牌商業模式可能的風險，提出有效防範方案。 4. 能夠與品牌端建立良好合作關係，定期匯報。 5. 跨地域團隊協作風控專案，持續改善優化風控系統。 【你需要具備什麼?】 1. 1年以上金融行業經驗或有交易分析、加密貨幣產業相關經驗。 2. 目標導向及問題分析能力，能快速識別問題，提出適當的解決方案。 3. 良好的中英文書面及口頭溝通匯報能力及執行力。 4. 資料整理能力, Excel(樞紐分析、函數使用), SQL使用，並有PPT簡報能力。 【加分條件】 1. 具各家投資/交易平台使用經驗, MT4/5使用經驗, 有交易經驗為佳。 2. 對外匯、商品期貨、指數、股票、相關金融衍生性商品熟悉為佳。 3. 具備反欺詐、反洗錢調查經驗者為佳 4. 證券營業員高業 & CFA level I以上證照 或其他投資分析相關證照 5. Python或其他程式語言能力。 6. 我們期待你能以敏捷的觀察力與判斷力，快速抓住問題核心，並與團隊合作找到最佳解方。 7. 你需要具備高度責任感，能在專案推進過程中主動承擔並確保交付品質。 8. 我們重視能在高壓情境下保持冷靜思考、持續輸出的夥伴。

1. 具金融商品操作經驗。 2. 具電腦基本維護經驗。 3. 依主管指示完成交辦事項。 4. 具良好駕駛經驗，品行佳。 5. 上班時間配合住宿。 6. 具證券商經驗。

About the Role : Drive cross border ETF(and potential onshore ETF opportunity) and offshore fund asset inflow from covered accounts. Maintain strong relationship with distributors. Push opportunities for cross border ETF (and potential onshore ETF opportunity) and mutual fund asset growth. Actively provide comprehensive service to client. Continue to build Invesco’s relationships with key stakeholders of intermediaries to expand the book of business. Adequately present asset class and capabilities of investment teams at the early stages of engagement. Lead Distribution Agreement discussions. Achieve sales and revenue targets assigned. Achieve the agreed level of client engagement activities. Actively market existing products include having regular conversations with various teams in the intermediaries to highlight the attractiveness and strength of Invesco products versus peers. Support clients when they conduct peer comparison analysis. Coordinate and lead in the organization of roadshows / RM briefings. Address issues/challenges that clients may face with respect to selling our products to their end investors. Work closely with cross departments (E.g. Investment, Compliance, etc.) in delivering timely response and solving issues faced by clients. Requirement for the Role : Bachelor's degree or higher in Economics, Business, Finance, or a related discipline. Over 3 years of experience in intermediary sales within asset management firms or brokerage firms. 2+ years' experience in servicing ETF related businesses. Sales, product research, or investment team experience gained from working in a high-quality financial firm selling ETFs are preferred. Relevant client relationships a preference. Understanding of product set – preferably ETFs, mutual funds, and mandate business. Experience with index or index linked fund products and/or structured/derivatives products is an advantage.   Skills / Other Personal Attributes Required: Good team player. Always be curiosity. Excellent verbal and written communication skills. Good for English writing and speaking Strong team player, who is able to collaborate credibly internally in order to leverage the Firm’s resources locally as well as globally. Ability to conduct complex analysis and present data in a meaningful way. Detail orientation. Working well under pressure. Open-minded, flexible, and willing to listen for other people’s opinions. Interpersonal skills necessary to effectively communicate over the phone with a variety of individuals at all technical levels are required. License / Registration / Certification: Securities Investment Trust and Consulting Professional License Senior Securities Specialists Personal Insurance Representative for Foreign Currency Receipts Personal Insurance Representative License Qualification Examination for Securities Investment Trust and Consulting Regulations (including professional ethics rules) Certification Test for Structured-Product Sales Personnel Qualification Examination for the Trust Specialist   How to Apply: Apply for the role directly here or at Invesco Careers: Careers at Invesco | APAC. To know more about us: About Invesco: https://www.invesco.com/corporate/en/home.html About our Culture: https://www.invesco.com/corporate/en/about-us/our-culture.html About our CR program: https://www.invesco.com/corporate/en/our-commitments/corporate-responsibility.html

主要職責 1. 主導與銀行、主管機關及外部合作夥伴的高階洽談，建立並推動策略合作計畫。 2. 評估新業務模式及產品的適法性、風險控管架構與商業可行性。 3. 撰寫並審核產品計劃書，主導「試辦申請」流程，並作為公司對外之主要溝通窗口。 4. 協助公司制定中長期發展策略，將外部合作機會轉化為具體專案。 5. 指導並培育團隊成員，確保策略合作部之工作進度與品質。

身為特約商店管理部門的主管副手，您會負責： 一、 對特約商店進行風險管理與審查 二、 制訂風險政策與執行KYC相關工作 三、 對異常交易進行監控與風險分析 四、 審查國內、外交易對手(交易對象)相關之文件 五、 其他主管交辦事項

【Job Responsibilities】 • Oversee daily office operations for a team of approximately 20–25 employees, ensuring a smooth and efficient workplace environment. • Manage travel arrangements, including flight and hotel bookings for both local and overseas employees, as well as coordinating company trips and events. • Handle office supply procurement, including stationery, snacks, beverages, and meal orders, while maintaining cost efficiency and vendor relationships. • Ensure proper maintenance of office facilities and equipment, coordinating with service providers as needed. • Organize and support annual company events, such as company trips and team-building activities. • Act as the primary point of contact for all administrative matters, providing proactive solutions and ensuring seamless support for the team. 【Qualification】 • Strong sense of ownership and accountability, with the ability to work independently and solve problems effectively. • Minimum of 3-5+ years of relevant work experience in office administration, operations, or a similar role. • Excellent organizational and multitasking skills, with strong attention to detail. • Fluent English proficiency (both spoken and written) is required; additional language skills are a plus. • Proven ability to manage vendors, coordinate logistics, and support a diverse workforce in a fast-paced, international environment. 【Benefits】 • Complimentary Lunch Twice a Week – Enjoy freshly prepared meals to recharge and connect with colleagues. • Comprehensive Health Checkups – We invest in your well-being with regular medical examinations. • English Learning Subsidy – Expand your skills with financial support for English courses. • Overseas Company Trips – Explore the world together through unforgettable team travel experiences. • Unlimited Annual Leave (with Manager Approval) – Achieve true work-life balance with flexible time off tailored to your needs. ––––––––––––––––––––––––––––– ▲【歡迎寄送履歷至信箱】: Tim.chen@adecco.com ▲【歡迎私訊｜Linkedin】: https://www.linkedin.com/in/tim-chen-682854144/

【加入滙豐 成就職涯】 我們理想遠大，加入滙豐，您將成就更多！ 如果您正在尋找能讓你更加突出的事業，加入滙豐，發揮您的潛能，讓您更加耀眼。 If you're looking for a career that will help you to stand out, join HSBC and fulfill your potential. HSBC作為全球最大金融服務機構之一，我們不僅提供多樣化的金融商品服務，也提供跨國多元之職涯發展機會。不論您現在正在尋找工作機會、或者渴望未來轉換職涯跑道，我們誠摯歡迎對金融產業有熱情、有抱負的您加入HSBC Taiwan Talent Community，接收HSBC第一手職缺及職涯相關消息！ 請立即複製以下連結，註冊加入HSBC Taiwan Talent Community！ https://mycareer.hsbc.com/en_GB/talentcommunity?pipelineId=2455 HSBC Corporate and Institutional Banking (CIB) is a markets-led, financing-focused business that provides investment and financial solutions. Within CIB, Securities Services provides robust and reliable solutions that help clients mitigate risk and enhance their business performance. Working with institutional investors, banks, insurance companies, governments, and multinational corporations, this team covers fund administration, global custody, sub-custody and clearing, and corporate trust and loan agency services. People responsibility: N Report to: VP Fund Service Fund Administration Job content: -To review and authorize the operating procedures for fund accounting, valuation, investment compliance monitoring, and report generation to clients (SITEs) and local authorities. -Assess existing system and processes to identify system enhancement needs and work with MIS manager to improve efficiency and services. -Allocate work and supervise staff to produce quality work. -Help Manager FA to train and coach the FA team members to achieve their goals and objectives for each year. -Also be responsible for handling customer enquiries on fund administration, regulations and market practices. - 基金與全權委託帳戶淨值與會計帳務處理、定期申報作業之相關事項及其他例行性作業 - 有效率且正確的完成基金會計、基金評價與投資限制控管相關事項 - 學習及處理各項有價證券、外匯及衍生性金融商品之評價 - 協助基金會計作業流程規劃、系統測試，提升服務品質和效率 - 主動維持良好的客戶服務品質