Trust and Corporate Specialist
Job Location - Hong Kong
Shift - Monday - Friday, 9.00am - 6.00pm
Work mode - Hybrid
Trust and Corporate Specialist supports the day-to-day administration and ongoing management of trust and corporate structures for high-net-worth individuals and families. The role focuses on delivery excellence, regulatory compliance, and accurate execution of trust and corporate actions, while working closely with Trust Manager and internal stakeholders to ensure a high standard of client service.
Key Responsibilities
Trust & Corporate Administration
- Assist in the day-to-day administration of discretionary family trusts, private trust companies (PTCs), employee benefit trusts ("EBTs"), purpose trusts and corporate vehicles, including underlying companies in various jurisdictions.
- Prepare various trust and corporate documentation such as trustee resolutions, deeds, director/shareholder resolutions, agreements, and statutory records.
- Support trust set-up, restructuring, distributions and/or loans to beneficiaries, asset transfers, and corporate transactions in accordance with governing documents and internal procedures.
- Maintain accurate client records and transaction logs in CSC systems.
Regulatory & Compliance Support
- Perform client onboarding and ongoing monitoring tasks, including CDD/KYC collection, risk assessments, and periodic reviews, in line with AMLO, TCSP, CRS/FATCA, and sanctions requirements.
- Liaise with Compliance and Trust Manager to ensure timely resolution of due diligence or regulatory issues.
- Assist in preparation of audit, regulatory, and internal review materials.
Client & Stakeholder Support
- Act as a key operational contact for clients, intermediaries, banks, and professional advisers under supervision of the Trust Manager.
- Coordinate with external service providers such as banks, investment managers, lawyers, and auditors.
- Respond promptly and professionally to client and internal queries, ensuring service level standards are met.
Corporate Services & Governance
- Support incorporation, maintenance, and dissolution of Hong Kong and offshore entities.
- Manage annual compliance matters, including business registration renewals, annual financial returns, economic substance filings where applicable, and statutory deadlines.
- Maintain corporate registers, minute books, and beneficial ownership records, etc.
Team & Process Support
- Work collaboratively with the Trust Manager and other Specialists to ensure efficient workflow and task allocation.
- Identify process improvements and contribute to operational best practices.
- Support training and knowledge sharing within the team as experience grows.
Key Requirements
Professional Experience
- 3 to 6 years' experience in trust and corporate services field or professional services environment.
- Exposure to private client trust structures and corporate administration in Hong Kong and offshore jurisdictions preferred.
- Working knowledge of Hong Kong AML, TCSP licensing, and basic trust principles.
Qualifications
- Bachelor's degree in Business, Accounting, Law, or a related discipline.
- Studying toward or holding professional qualifications such as STEP, HKCGI, or equivalent is advantageous.
Skills & Competencies
- Strong organizational and administrative skills with excellent attention to details.
- Ability to manage multiple tasks and deadlines in a regulated environment.
- Clear written and verbal communication skills.
- Proactive, client-service mindset with a willingness to learn technical trust and corporate matters.
- Fluent in written and spoken English, Cantonese and Putonghua is an advantage.
- Embrace to Teamwork with Tenacity, Agility, Genuine and Fierce Client Spirit so as to provide excellent Service to our clients.
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.
CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.
CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers.
We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,
CSC only accepts resumes from employment agencies that are part of our approved supplier program. Resumes submitted from other agencies either to talent acquisition, our hiring leaders, employees, or through any other mechanism other than our supplier process, will not be eligible to claim related fees and the submitted resumes will be considered property of CSC.
We encourage candidates to apply directly to our website and not through third-party sources.
Disclaimer: The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.
About the Team
At CSC®, we're always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It's also the reason we're the trusted partner of many of the world's most successful organizations.
CSC is committed to attracting, developing, and retaining talented people whose values align with ours. We empower our colleagues to bring the right solutions to market to meet client demand. That's why we are the leading provider of business administration and compliance solutions.
- CSC is a great place to work with smart and dedicated people.
- We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In's Best Places to Work.
- We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals.
- Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance.
- CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.
- As business needs allow, CSC offers hybrid or remote work schedules in alignment with local regulations. Specific details for this position will be discussed during the interview process.
#BI-Hybrid
Skills Required
- 3 to 6 years' experience in trust and corporate services or professional services environment.
- Exposure to private client trust structures and corporate administration in Hong Kong and offshore jurisdictions.
- Working knowledge of Hong Kong AML, TCSP licensing, and basic trust principles.
- Bachelor's degree in Business, Accounting, Law, or a related discipline.
- Studying toward or holding professional qualifications such as STEP, HKCGI, or equivalent.
- Strong organizational and administrative skills with excellent attention to detail and ability to manage multiple tasks and deadlines.
- Clear written and verbal communication skills; fluent in written and spoken English (Cantonese and Putonghua advantageous).
What We Do
CSC is a global leader in providing business, legal, tax, and digital brand services to companies around the world. With more than 8,000 employees, CSC operates in more than 140 jurisdictions, delivering solutions that help businesses thrive. We pride ourselves on our client-focused approach, market-leading expertise, and unmatched global reach.
Why Work With Us
CSC gives its employees the autonomy to innovate and problem solve, to grow and to share their expertise, and to be a part of a group that genuinely cares for each other and their customers. We offer an excellent benefits package along with good work-life balance in a fun and collaborative environment.
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