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 portfolios, 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 portfolios to ensure they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
- Maintaining accurate and updated 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.
- 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.
- Administration of trusts and foundations, including its underlying structure and portfolios.
- Work closely with other departments to coordinate services for clients.
- Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations.
Qualifications Requirements:
- Bachelor's degree in business administration, law, finance, accounting, or relevant field.
- Minimum 3 years of experience in Trust Administration or relevant.
- 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.
- STEP qualification will be an added advantage.
We regret to inform you that only shortlisted candidates will be notified.
