Associate, Trustee Services (Support HK Market)

• Understanding and contribute to achieve team responsibilities and goals.
• Carrying out day-to-day transactions for trust clients which established in multiple jurisdictions; ensuring adherence to procedure and workflow. The tasks are including but not limited to:

• Monitor the group mailbox for incoming task and consider if supporting documents require to be prepared for those transaction that RDC has been copied-in in email by File Manager / Administrator.
• Assist in getting all documentation of the files in order, including preparation of documents that were not found or not prepared earlier.
• Prepare Trustee / Director resolutions/minutes, Deed and Agreement as and when required.
• Assist in the monitoring of cash/bank accounts/assets movements of the Trust where required including preparation of asset summary.
• Compile bank statements/advices and upload into Shareportal.
• Assist in completing any Bank Forms (CRS and FATCA matters) related to the Trust and/or Underlying Companies' accounts.
• Prepare and arrange statutory filings and liaise with Registered Agent.
• Assist in annual compliance review.
• Any other incoming task received.
• All emails must be stored in Viewpoint promptly according to standard data convention and arranging all client files into safe custody.
• Updating client database in accordance with standard data convention; assist with maintaining data integrity.
• Assist in periodic review of files ensuring due diligence documentation are in order, all transactions properly supported by documentation and compliance.
• Assist in ensuring trust accounts and/or bookkeeping are up to date; coordinating with client accounts department to clear any outstanding accounts issues on a timely basis including preparation of adoption documents.
• Liaising and / or coordinating with external / internal service providers (e.g. Auditor, Treasury Operations, Client Accounting) in relation to trust activity.
• Liaising with colleagues from other offices in relation to trust activity.
• Apply and promote ViewPoint or SSRS or system recommended tools to ensure efficient work procedure.
• Ensure you continuously update yourself and are familiar with the relevant documentation / template of the Team.
• Work with and contribute to Company / Group / Improvement Team initiatives to improve productivity of the department.
• To perform any other functions as the management may see fit.

• To render sound advice to File Manager / Administrator in particularly, matters related to in-house compliance, or any concern which require their attention and action.

• To work with the team on the ad-hoc project in order to meet the deadline given with advice from Supervisor.

• Possess at least a Professional Certificate (STEP /ICSA) or a Degree holder (with knowledge of trust/company secretarial/offshore companies preferred).
• Minimum 1-2 years of related working experience in office administration and operation (practical trust administration experience in professional or reputable financial companies preferred).
• Those with experience working in a banking environment especially in backend processing are highly encouraged to apply.
• Potentials candidates with relevant exposure in legal practice are also encourage to apply.
• Good in both written and spoken English.
• Proficiency in MS applications including Chinese word-processing (optional).
• Ability to communicate in Cantonese or read in Chinese (optional).

• Fast learner
• Good interpersonal skills
• Prompt delivery of tasks assigned
• Problem solving

• Good communication skills both writing and verbal
• Good time management skills
• Meticulous, multi-task and work independently in a fast-paced working environment.

TMF Group