Trust Admin Officer

Purpose of the Role

The Trust Operations Assistant is a newly created position within the Operations department, providing direct administrative and operational support to the Head of Operations. The successful candidate will assist in the day-to-day administration of trust accounts, investment record-keeping, credit card operations, client onboarding, and customer support, ensuring that all activities are carried out accurately, promptly, and in full compliance with regulatory and internal standards.

This role is ideal for a detail-oriented, well-organized professional who thrives in a compliance-driven environment and is comfortable managing multiple workstreams, from client-facing communications to precise back-office documentation.

Key Responsibilities

• Enter new client applications, trust details, and beneficiaries details into company software, ensuring precise profile and data integrity.
• Draft and execute key fiduciary documents, including Trust Deeds and Powers of Attorney, while maintaining strict regulatory compliance.
• Record Maintenance: Update existing trust related files, investment agreement, while filing digital documents.
• Delivering professional support for account inquiries and procedural queries through online chat, email and phone, to ensure a premium first-touch experience.
• Credit card transaction monitoring and card issuance support.
• Supporting the department head with administrative tasks and client documentation as required.

What We Are Looking For

• Strong organisational skills with the ability to manage multiple tasks and meet strict deadlines
• 1‒3 years of experience in operations, administration, or client services (trust, banking, or financial services preferred but not a MUST)
• Good command of spoken and written English and Chinese (Cantonese and Mandarin)
• Reliable, proactive, and able to work both independently and collaboratively within a team environment

What We Offer

• Medical Insurance
• Dental Insurance
• Birthday Leave

 We offer attractive compensation package to suitable candidates. Interested parties, please click "Apply Now" to submit your application including your present & expected salary.

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