Introduction We are looking for a trust administration professional to independently manage a portfolio of private trusts or corporate trusts, employee share plan (ESOP/RSU) trust structures. You will handle the day-to-day administration of trusts and underlying companies, regulatory filings, and client relationship support, while working closely with legal, tax, and banking teams. This role offers a genuine career path in fiduciary services, cross-border compliance, and wealth succession.
Key Responsibilities Trust & Underlying Company Administration
- Independently maintain and administer a portfolio of private trusts, corporate trusts, and employee share plan structures (including ESOPs/EBTs)
- Handle day-to-day administration including drafting resolutions and minutes, fund transfers, share vesting, and updating bank signatories
- Assist in drafting and reviewing trust deeds and related legal documents
- Handle distribution, transfer, and termination of trusts
Compliance & Regulatory Filing
- Responsible for FATCA/CRS reporting, Economic Substance filing, and Director Information (DI) filing
- Conduct KYC/CDD reviews and due diligence, identifying legal, investment, or tax issues relating to trusts and underlying companies under administration
- Participate in compliance restructuring projects and high-risk client reviews
Client Relationship & Business Support
- Work closely with trust relationship managers to maintain and grow relationships with high-net-worth clients
- Support client onboarding, including preparing proposals, engagement letters, and trust documentation
- Liaise with legal advisors, tax advisors, auditors, and custodian banks on an ongoing basis
Financial & Fee Administration
- Maintain trust accounts and perform reconciliations; support annual audits and tax filings
- Manage fee arrangements and invoicing
Requirements
- Degree holder in accountancy, business, law, or a related discipline
- Minimum 2 years of experience in trust administration, corporate secretarial work, or related financial services (experience with employee share plans/ESOP is a plus)
- Familiar with FATCA/CRS reporting and KYC/AML/CDD processes
- Detail-oriented with strong stakeholder coordination and independent working ability
- Fluent in English; Cantonese/Mandarin proficiency depending on business needs
What We Offer
- Hands‑on exposure to diverse trust structures including private trusts, family trusts, and employee share plans
- Clear career progression path (Officer to Senior Officer to Manager to Trust Director)
- Cross-functional growth environment working alongside legal, tax, and banking professionals
#J-18808-Ljbffr