Job 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.
Job 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
HOW TO APPLY:
Interested applicants, kindly send your resume in MS WORD format or please click on Apply Now.
We regret only shortlisted candidates will be notified.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website www.trustrecruit.com.sg.
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Lee Jun Siong (Johnson)
EA Personnel Reg No: R24120242
