Duties:

To assist the trust department in discharging the following duties:

• 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.
• Assist trust manager to attend to client requests on daily basis to undertake administrative tasks such as preparation of resolutions and minutes and arranging distributions.
• Assist trust manager to conduct annual reviews of trust and company appointments.
• Assist trust manager/ director in establishing 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.
• Issue timely reports, accounts, statements, invoices and replies to client queries.
• Review of annual financial statements for all trust and company appointments where required.
• Ensure that the closing of all trust and company appointments are properly dealt with.
• Assist offshore trustees in local service delivery for offshore trust appointments.
• Assist Banking Support Officer to manage all banking and custody service requirements including bank account opening.
• 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.
• Issuing of fee and reimbursable invoices and ensure timely collection for all fees due.
• Attending to auditors and following up on all queries until the audit is completed.

Requirements:

•  Minimum 1-2 years of office experience is desirable. Experience gained in a trust company, family office, financial institution, legal or accounting firm is a bonus.
•  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.
•  Fluent in Putonghua is preferred.
•  Self-motivated, proactive and a team player.
•  Able to manage multiple tasks and work under pressure.

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