Senior Trust Administrator/Trust Services, Assistant Manager
To assist the trust department in discharging the following duties:
- Assist trust manager/ director in establishing complex trust, foundation, pension plan and EBT structures with underlying entities in different jurisdictions.
- Ensure the accurate set‑up of all new trust structures and the transfer‑in of existing trust and company appointments.
- Manage day‑to‑day administration of trust and company appointments, including the maintenance of trust files, company kits and banking and custody records.
- Provide timely and accurate administration for all trust and company appointments, ensuring high quality and accurate service delivery.
- Issue timely reports, accounts, statements, invoices and replies to client queries.
- Assist offshore trustees in local service delivery for offshore trust appointments.
- Coordinate with Banking Support Officer to manage all banking and custody service requirements including bank account opening.
- Assist trust manager to conduct annual reviews of trust and company appointments.
- Ensure that the closing of all trust and company appointments are properly dealt with.
- Assist trust manager to attend to client requests on a daily basis to undertake administrative tasks such as preparation of resolutions and minutes and arranging distributions.
- Ensure appropriate approvals are obtained for all transactions.
- Follow company procedures for trust and company administration.
- Follow compliance guidelines established to safeguard Trident Trust and clients from potential risk exposure.
- Issue fee and reimbursable invoices and ensure timely collection for all fees due.
- Review annual financial statements for all trust and company appointments where required.
- Attend to auditors and follow up on all queries until the audit is completed.
Trident Trust, with 34 offices in 24 jurisdictions and a presence in Hong Kong since 1992, is a leading provider of corporate, trust and fund services to the financial services sector worldwide. Our clients include many of the world’s largest institutions and professional firms.
Requirements:
- 2‑5 years of experience gained in a trust company; background with a financial institution, legal or accounting firm also considered.
- Familiarity with trust accounting/administration systems.
- Experience in trust and corporate secretarial matters is a bonus.
- University degree preferred.
- Good written and verbal communication skills.
- Fluent in Putonghua.
- Self‑motivated and a team player.
- Able to manage multiple tasks and work under pressure.
- Candidates with professional qualifications or more experience will be considered for Assistant Manager position.
Package:
- Remuneration package commensurate with relevant experience and qualification.
- Benefits include medical and MPF provision.
- 5‑day week.
Location: Central, Central and Western District, HK