Role:
To assist in the management of the day-to-day administration of a portfolio of Trust accounts by working closely with the Senior Trust Administrator/Trust Manager.
Responsibilities:
- To assist with the onboarding of new clients and obtain the requisite AML/KYC documentation,
- To assist in the Asset (s) transfer into the Trust setup, including opening bank accounts.
- To assist in the collection of earnings, dividends, or sale of assets, and placement of proceeds into the Trust account.
- To assist in the distribution of funds to Beneficiaries, in accordance with the Trust Deed.
- To undertake a Periodic Review of Trusts and Estates under administration.
- Attending to clients’ queries and assisting in coordinating trust account activities.
- Generate ad hoc financial reports and analyses as requested by management.
Skills and qualifications:
- A good Diploma or Degree in Accountancy. (Fresh graduates are welcome to apply)
- Proficient in MS tools like Word, Excel, and PowerPoint
- Strong team player
- 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
