Associate/Senior Associate, Trustee Services (RDC HK)

TMF Group
Kuala Lumpur, Malaysia
Competitive salary plus great benefits
15 May 2023
15 Jun 2023
Contract type
Full time
Experience level
Qualified accountant

We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.

About TMF Group

TMF Group is a leading global provider of high-value business services to clients operating and investing globally. We focus on providing specialized and business-critical financial and administrative services that enable our clients to operate their corporate structures, finance vehicles and investment funds in different geographical locations. Our core services can help companies of all sizes with HR and payroll,accounting and tax,corporate secretarial,international corporate structuring,fund administration and structured finance– whether a company wants to globalize, or whether they need support to streamline existing operations.

With operations in more than 80 countries, TMF Group is the global expert that understands local needs. Global reach, local knowledge: helping to do business seamlessly across borders


Maintain and develop the quality of trust services and achieve continuing work efficiency



  • To work in Hong Kong project team at any stage prescribed by TMF.
  • As the trust team member, to contribute the knowledge and experience of the trust services in accordance with the terms of reference of the project. This may include:
  • Review and improvement of workflows
  • The documentation of these workflows
  • Training in the use of these workflows
  • Testing and troubleshooting these workflows.
  • Assisting work teams to understand and comply with agreed workflows.
  • Ensure that you read, understand, refer to and comply with the operating procedures, guidelines, compliance requirement and relevant documentation of the Trust Services Department, TMF, system and software resources.
  • Data Convention - ViewPoint Administrator
  • Outsourced Trust & Corporate Administration Manual (Hong Kong)
  • Assist in highlighting updates required for references when new procedures are agreed upon and introduced.
  • Ensure that you apply these procedures in the day-to-day work.
  • Relevant documentation of Trust Services Department include:
  • Assist and participate in review and control of targets; assisting in remedial works where identified.

Operations and Systems

  • Understanding and contribute to achieve team responsibilities and goals.
  • Carrying out day-to-day transactions for trust clients; ensuring adherence to procedure and workflow.
  • Updating client database in accordance with standard data convention; assist with maintaining data integrity.
  • Arranging all client files into safe custody and/or electronic filing in accordance with approved documented procedures.
  • Assist in periodic review of files ensuring due diligence documentation are in order, all transactions properly supported by documentation.
  • 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.
  • 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 of the Trust Services Department.
  • Work with and contribute to TMF / Group / Business Infrastructure Services initiatives to improve productivity of the department.

Communication and Liaison

  • Liaising and / or coordinating with relevant authorities (if required) and internal service providers (e.g. Treasury Operations, Client Accounting) in relation to trust activity.
  • Liaising with colleagues from other offices or outsourcing offices on client / client-related matters.
  • Attend to any client-related enquiries received from our Hong Kong office.

Training and Development

  • Assist in training / sharing programmes for the Trust Services Department
  • Ensuring new and junior team members receive the necessary support for
  • Adjusting to the work environment
  • Their career advancement in the Trust Service Department and TMF


Ensure you understand your role and that of your team in contributing to the profitability of TMF:

  • Efficient use of system tools
  • Productivity and profitability measures
  • Time sheets and invoicing practices


  • Coordinating with Accounts Department to ensure that the tax returns and accounts are prepared and submitted accordingly
  • Monitor all client reporting requirements are delivered as scheduled
  • Monitor and execute scheduled and recurring trust activities
  • Monitor all regulatory reporting requirements are delivered as scheduled
  • Assist in preparation of periodic or ad-hoc reports

To perform any other functions as the management may see fit


  • Possess at least a Professional Certificate (STEP /ICSA), Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies/Administration/Management, Finance/Accountancy/Banking or equivalent.
  • Minimum 1-3 years of related working experience in trust services / office administration and operations.
  • 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.

What’s in it for you?

  • Our offices are easily accessible by public transportation (LRT & Monorail)
  • Flexible working arrangements
  • Work with colleagues and clients around the world on interesting and challenging work.
  • We provide internal career opportunities so you can take your career further within TMF

For further information, and to apply, please visit our website via the “Apply” button below.

Candidates must be resident in Malaysia, or have the right to work in Malaysia.

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