Senior Operations Specialist
3 days ago
Key Responsibilities:
- Oversee the administration of trusts, ensuring compliance with trust terms and applicable laws.
- Maintain accurate and organized records of all trust transactions, documents, and communications.
- Prepare and present financial reports and statements for beneficiaries and trustees.
- Ensure timely compliance with tax obligations and regulatory reporting requirements.
- Serve as the primary point of contact for beneficiaries, trustees, and other stakeholders, addressing inquiries and providing updates.
- Manage the distribution of trust assets to beneficiaries in accordance with trust provisions.
- Monitor and analyze the performance of trust investments, making recommendations to trustees as needed.
- Collaborate with legal advisors to resolve any legal issues or disputes related to the trust.
- Stay updated on industry trends, regulations, and best practices related to trust administration.
Qualifications:
- Bachelor's degree in Finance, Business Administration, Law, or a related field.
- Proven experience in trust administration, corporate services, or a related field.
- Familiarity with trust accounting/administration systems is a bonus.
- Experience in trust and corporate secretarial matters is a bonus.
- Good written and verbal communication skills.
- Fluency in Putonghua is preferred.
- Self-motivated, proactive, and a team player.
- Able to manage multiple tasks and work under pressure.
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