Trust Administration Professional

4 days ago


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

At Executive Access, we are seeking a highly skilled Trust Administration Professional to join our team. As a key member of our operations department, you will play a critical role in ensuring the smooth administration of trusts, ensuring compliance with trust terms and applicable laws.

Key Responsibilities:
  • Compliance and Governance
    • Maintain accurate and organized records of all trust transactions, documents, and communications.
    • Prepare and present financial reports and statements for beneficiaries and trustees.
  • Tax Compliance
    • Ensure timely compliance with tax obligations and regulatory reporting requirements.
  • Client Relationships
    • Serve as the primary point of contact for beneficiaries, trustees, and other stakeholders, addressing inquiries and providing updates.
  • Asset Distribution
    • Manage the distribution of trust assets to beneficiaries in accordance with trust provisions.
  • Investment Analysis
    • Monitor and analyze the performance of trust investments, making recommendations to trustees as needed.
  • Legal Support
    • Collaborate with legal advisors to resolve any legal issues or disputes related to the trust.
Qualifications:
  • Educational Background
    • Bachelor's degree in Finance, Business Administration, Law, or a related field.
  • Professional Experience
    • Proven experience in trust administration, corporate services, or a related field.
  • Additional Skills
    • 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.

We offer a dynamic work environment, opportunities for professional growth, and a competitive compensation package. If you are a motivated and detail-oriented individual with a passion for trust administration, please submit your application to join our team at Executive Access.


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