The role includes trust administration, client relationship management and client advisory.
Trust Administration, Client Relationship Management and Client Advisory:
- Act as point of contact for clients, liaise with clients on the administration of trust accounts.
- Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
- Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
- Assist in the opening of banking and custodian accounts on behalf of trust accounts.
- Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts met regulatory requirements and to report any breaches.
- To acquire and enhance technical skills where required, keep abreast of market developments.
- Acting as Deputy for Senior Manager.
- Supervise junior and senior trust officers.
Requirements
- Minimum 5 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
- Professionally qualified - STEP or ICSA or studying towards the qualification.
- Strong technical knowledge in trust, tax, accounting and company law.
- Able to assist in reviewing of trust and related documentation.
HOW TO APPLY:
Interested applicants, please click on Apply Now. We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Khor Khang Qin
EA Personnel Reg No: R22109669
