Associate, Trust Services
Core
Deliver high-quality trust administration support for private family trusts and underlying structures, ensuring compliance and managing client relationships.
Role type
Associate Trust Administrator
Builds
Private family trust portfolios and underlying corporate structures
Domain
Private Wealth / Trust Services
Deliverable
client delivery
Required skills
trust administration, fiduciary services, private wealth structures, regulatory compliance, due diligence, KYC, transaction monitoring, account coordination, risk management
Preferred skills
STEP qualification, Mandarin language proficiency
Technologies
global data platform, proprietary tools
Responsibilities
Prepare and process trust distributions, resolutions, minutes, and agreements; conduct periodic reviews and due diligence updates; liaise with banks, investment managers, lawyers, and tax advisers; coordinate opening and maintenance of bank and investment accounts; resolve administration issues and manage risk.
Seniority
Junior/Mid-level IC