Trust Administrator

Role:

. Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration

Responsibilities:

. To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.

. To assist in drafting trust documents such as trust resolutions and letter of wishes.

. To assist in the Asset(s) transfer into the Trust setup, including opening bank accounts.

. To assist in the collection of earnings, dividends or sale of assets, placement of proceeds in the Trust account.

. To liaise with intermediaries relating to the trust structures such as lawyers, tax advisors and bankers when necessary.

. To assist in the direct distribution of funds to Beneficiaries, in accordance with the Trust Deed.

. To undertake Periodic Review of Trust and Estates under administration.

. To manage and administer the existing book of trust clients and develop the relationship by providing exemplary services.

. To attend any risks derived from annual reviews on the trust structures.

. Perform any other ad hoc assignments.

. To raise awareness to management of any AML or KYC issues relating to our existing trust structures promptly

Skills and qualifications:

. 2- 4 years of proven Trust and Company administration experience

. Relevant Degree/ Diploma holder (Accounting preferred)

. STEP qualified or part qualified /pursuing

. Clear track record of ability to garner client's confidence & understands the needs of clients when structuring a Trust setup.

. Team-player with outstanding interpersonal skills

. Conscientious, with good attention to detail

. Outstanding written and verbal communication skills

. Proven ability to work under pressure to meet deadlines

. Independent and positive working attitude

Key performance indicators:

. No overdue of periodic reviews of the trust cases being assigned to

. Reply to client's requests or queries promptly within 2 working days

. Ensure vigilance & awareness of KYC/AML procedures

. Timely new client onboarding with the compliance department