Job Description
Role:
- Manage the day-to-day administration of a portfolio of Trust accounts by working closely with the Head of Trust Administration / Senior Trust Administrator.
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
- 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.
Skills and qualifications:
- 2- 4 years of proven Trust and Company administration experience
- Relevant Degree/ Diploma holder, STEP qualified or part qualified /pursuing
- Clear track record of ability to garner client confidence & understand 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.
About British and Malayan Holdings Limited (BMH) Group
BMH is listed on the mainboard of SGX-ST.
Its wholly owned subsidiary is British and Malayan Trustees Limited (BMT) which provides Trustee and other fiduciary services. BMT has been providing trust services to families, companies, financial institutions, charities, and HNWIs since 1924. BMT is licensed and regulated by the MAS. BMT is the oldest independent Trust Services provider in Singapore.
