Location - Central - Near Raffles Place MRT
Responsibilities:
- Assist in setting up trust structures and the client on-boarding process.
- Act as point of contact for clients, liaise with clients on the administration of trust accounts.
- Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
- Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
- Assist in the opening of banking and custodian accounts on behalf of trust accounts.
- Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts met regulatory requirements and to report any breaches.
- To acquire and enhance technical skills where required, keep abreast of market developments.
Requirements
• Minimum 3 years of working experience in wealth planning, trust and other fiduciary services. Working experience in unit trust administration preferred.
• Professionally qualified – STEP or ICSA or studying towards the qualification.
• Proactive, responsible, attention to detail, strong client relationship management and interpersonal skills.
HOW TO APPLY:
Interested applicants, please click on “Apply Now”.
We regret only shortlisted candidates will be notified.
Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).
Please read our privacy statement on our corporate website www.trustrecruit.com.sg.
Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Chris Poh Tze Zheng
EA Personnel Reg No: R24120101
