To provide support within the following areas:
- Manage File Notes including sending emails to clients and working with the Trust Relationship Managers/Trust Administrators to close the File Notes.
- Liaising and coordination with Client Accounting Team and Trust Administration Team for any updates, concerns, queries or any assistance needed to/from each team, as applicable, in relation to file notes clearing.
- Liaising and coordination with the respective Trust Administrator, for any updates, concerns, queries or any assistance needed on any identified reportable transactions and the completion of the required workflows.
Job Scope/Responsibilities:
1. To handle the clearing of Files Notes:
- Generate and review weekly File Notes Report.
- Work with respective Trust Relationship Manager/Trust Administrator and attend to the needful to ensure that the File Notes are cleared timely including sending of emails to the clients.
- Monitor the deadline of each file note and keep track with the respective Trust Administrator and escalate to their in-charge, where applicable.
- Provide update on the status to the management.
2. Assist with other administrative works and ad hoc duties/projects as assigned by management/manager.
