Your next opportunity
We are seeking a manager who is driven and passionate about delivering exceptional service and value to our valued clients. The ideal candidate must have a strong background in Trust with a growth mindset.
Key Responsibilities:
- Manage a portfolio of trust accounts, ensuring compliance with the terms of the trust documents, legal requirements, and fiduciary duties
- Acts as a primary point of contact for trust clients and ensures transparency in trust administration by providing high-quality customer service to clients, building strong relationships, and addressing their inquiries
- Manage and oversee the day-to-day administration of trust accounts, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management
- Carry out periodic reviews of assigned trust portfolios to ensure proper administration and identify potential risks
- Maintaining accurate and updated trust records
- Client data system management including but not limited to creating Viewpoint Master files, set up and upload all trust documents into ViewPoint and on-going maintenance of all necessary principal records and trust files
- Ability to draft and review trustee minutes, resolutions, or any trust related documents.
- Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations
- To assist in mentoring and guiding the junior trust administrators, if required.
- Work closely with other departments to coordinate services for clients
- Debtor management - ensure invoicing and debtor collection on timely manner
Qualifications Requirements:
- Bachelor's degree in business administration, law, finance, accounting, or relevant field
- Minimum 5 years of experience in Trust Administration or relevant candidates with solid relevant experience will be considered for a manager position
- Proven experience in an assistant managerial role or managerial role
- Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities
- Strong analytical skills, attention to detail, and problem-solving abilities
- Excellent communication skills, both written and verbal
- Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients data
- STEP qualification will be an added advantage
[What We Are Looking For]
[Education]
- Bachelor's degree in business administration, law, finance, accounting, or relevant field
[Skills & Experience]
- Minimum 8 years of experience in Trust Administration with supervisory experience
- Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities
- Strong analytical skills, attention to detail, and problem-solving abilities
- Good interpersonal skills
- Excellent communication skills, both written and verbal
- Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients data
- STEP qualification will be an added advantage
[Traits]
- Client-Focused: You are dedicated in providing excellent service and ensuring client satisfaction.
- Detail-Oriented & Organised: You excel at managing multiple tasks with precision and care.
[What We Offer]
- Professional Growth - We value commitment and provide opportunities for professional development, industry exposure and professional memberships.
- Competitive Compensation - Structured salary package with annual reviews, discretionary performance bonuses and a fixed bonus.
- Flexible Work - Hybrid model with remote options giving you autonomy while ensuring productivity.
We regret to inform you that only shortlisted candidates will be notified.
