Senior Operations Specialist

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Executive Access Full time

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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