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Expert Financial Solutions Coordinator

3 weeks ago

Penang, Malaysia Ocorian Group Full time
Key Responsibilities

This role involves providing expert administrative and accounting services to high net worth individuals and their associated investment and philanthropic activities. As a Senior Trust Officer, you will work closely with clients, colleagues, and management to deliver exceptional client experiences.

The ideal candidate will possess excellent technical knowledge of trust and company administration, numerical skills, and attention to detail. They will also demonstrate a solution-driven attitude to problems, be able to work under pressure, and meet deadlines.

  • Provide expert administrative and accounting services to high net worth individuals and their associated investments and philanthropic activities.
  • Work closely with clients, colleagues, and management to deliver exceptional client experiences.
  • Develop and maintain comprehensive knowledge of trust and company administration.
  • Demonstrate numerical skills and attention to detail in managing tasks and client requests.
  • Stay informed about local regulatory matters and escalate uncertainty or issues promptly.
  • Circulate detailed attendance notes of telephone communication to relevant staff members.
  • Contribute to the development of junior staff, supervised by the Manager.
  • Participate in additional projects and tasks assigned by Management or Directors.