Job Description:
- Manage 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.
- Draft trustee minutes or resolutions.
- 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.
- Maintain 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. Providing high-quality customer service to clients, building strong relationships, and maintaining a client-focused approach.
Job Requirements:
- Minimum 1 years of experience in Trust and Estate Administration.
- Diploma in a related field such as business administration, law, finance, accounting, or any professionally qualified courses in a related field.
Please be informed that only shortlisted candidates will be contacted
EA License Number: 20C0180| Registration no: R23115688|
