Roles & Responsibilities
At Kensington Trust Group, you will have the opportunity to build a career as unique as you are, with the support, inclusive culture and technology. Your unique perspective and voice will help you and your team become even better. Come join our team and create an exceptional experience for yourself as well as a better working environment for everyone.
Your next opportunity
Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn.
Key Responsibilities:
- Trust and Estate Administration: Managing 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 accounts to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
- Recordkeeping and Documentation: Maintaining accurate and organized trust records. Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files, including ongoing administration.
- 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 maintaining a client-focused approach.
- Ability to draft trustee minutes, resolutions, or any trust related documents, and to guide the junior trust administrators on daily trust administration work.
- Administration of trusts and foundations, including its underlying structure and portfolios
- Work with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations
Qualifications Requirements:
- Minimum 4 years of experience in Trust Administration or relevant; 3 years of solid trust experience will be considered and are strongly encouraged to apply
- Bachelor's degree in business administration, law, finance, accounting, or relevant field
- 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
The following is a plus:
- Experience working in the financial or legal industry, particularly in trust administration, estate planning, wealth management, or related areas
- Familiarity with ViewPoint system and its tools
What We Offer:
- We offer a competitive salary and benefits package, a collaborative work environment, and opportunities for growth and development.
- We love to hear from you if you can demonstrate that you meet the criteria above
We regret to inform you that only shortlisted candidates will be notified.
