Search by job, company or skills

CAMELOT TRUSTEES LIMITED

Trust Administration - Senior Associate

Early Applicant
  • Posted a month ago
  • Be among the first 10 applicants
3-5 Years
SGD 5,000 - 6,800 per month

Job Description

Responsibilities:

  • To provide full suite of trust administration services to a portfolio of clients with a high level of service delivery including, but not limited to, achieving high standards of corporate governance, fiduciary integrity and statutory compliance, and maintaining up-to-date records and financial reporting.
  • To collate Trust Formation Questionnaires, collation all the KYC documents, the preparation of Dossier, the Client Acceptance Summary Form, the W-8BEN, tax declaration form, FATCA/CRS self-certification forms and other requirements for new clients after the structure is onboarded by the business development team.
  • To assist with the opening of bank accounts.
  • Follow up with PTC clients on Quarterly Due Diligence.
  • To maintain and update clients KYC documents such as expiry of passport/proof of address.
  • To maintain up-to-date records in the permanent file and the electronic folder by scanning, storing, and maintaining proper records of all documents.
  • To prepares Directors Resolution and follow up with Directors signatories for execution.
  • To prepares Trustees Resolutions and follow up with Trustees signatories for execution
  • To follow up external request such as banks for updates of KYC documentations.
  • To liaise with the registered agent to update corporate documents and conduct the necessary filing.
  • Organize and maintain filing system for new and existing clients.
  • To carry out year-end follow up with insurance copies for cash surrendered value.
  • To act with the highest standards of ethics, integrity and professionalism.
  • To assist with projects as and when required.
  • To send out fee invoices and collect fees timeously, and to review outstanding debtors and pro-actively raise concerns where appropriate with a view to maximising successful debt recovery.

Requirements:

  • Bachelor's degree/University degree
  • STEP member or working towards STEP membership
  • 3+ years experience within TCSP industry
  • High degree of professional ethics and integrity
  • Conscientious, punctual, flexible and dependable
  • Organized with excellent attention to detail, the ability to keep accurate and comprehensive records.
  • Demonstrated ability to work under pressure and meet deadlines with required prioritization, while maintaining high quality and accuracy of work
  • Good analytical and report writing skills
  • Ability to establish and maintain good client relationships
  • Ability to remain calm and professional when dealing with potentially difficult situations

More Info

Industry:Other

Function:Trust Administration

Job Type:Permanent Job

Date Posted: 01/09/2025

Job ID: 125257029

Report Job
View More
Last Updated: 30-09-2025 08:14:12 PM
Home Jobs in Singapore Trust Administration - Senior Associate

Similar Jobs