Join our Trust Services team and work closely with Trust Managers and the Department Head. This role is ideal for a proactive professional who wants to deepen both technical and practical experience in trust administration.
Key Responsibilities
- Support day-to-day administration of trust structures, including:
- Preparing trustee and director minutes/resolutions
- Drafting bank instructions
- Completing internal checklists
- Monitoring transactions and coordinating with Accounts for trust accounts
- Assist with regular fiduciary file reviews
- Support onboarding processes (KYC/AML checks)
- Liaise with bankers, lawyers, and other external parties
- Collaborate with internal IQEQ departments
- Perform other tasks as assigned
Qualifications & Requirements
- 23 years relevant experience (more experience may qualify for Senior Associate)
- Relevant qualifications (e.g., STEP Certificate/Diploma, accounting) or working towards these are an advantage
- Fluency in Chinese required due to client and business communication needs
- Strong attention to detail, stakeholder coordination, and documentation skills
