Senior Trust Officer
4 weeks ago
Job Description:
- The role includes business development, trust administration, client relationship management, and client advisory
- Attend client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities
- Ensure that new businesses acquired are in compliance with regulatory requirements and reject businesses with unacceptable business or reputational risks
- Active involvement with the initial client onboarding process, be responsible for the collection of the establishment fee and liaise with clients on trust set-up and initial asset injection
- Act as point of contact for clients, and liaise with clients on the administration of trust accounts
- Day-to-day duties include attending to client queries, coordinating trust account activities, carrying out trustee functions, and properly documenting 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 reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements - Ensure that all accounts meet regulatory requirements and report any breaches
- To acquire and enhance technical skills where required, and keep abreast of market developments.
Supervise junior trust administrator
Job Requirement:
- Minimum 5 years of working experience in wealth planning, trust and other fiduciary services
- Working experience is unit trust administration preferred
- Professionally qualified – STEP or ICSA or studying towards the qualification
- Strong technical knowledge in trust, tax, accounting and company law
HOW TO APPLY:
Interested applicants, kindly send your resume in MS WORD format or please click on “Apply Now”.
We regret only shortlisted candidates will be notified.
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Trust Recruit Pte Ltd
EA License No: 19C9950
EA Personnel: Moy See Meng (Jasmine)
EA Personnel Reg No: R24123391
Tell employers what skills you have
Company Law
Microsoft Office
Microsoft Excel
Valuation
Interpersonal Skills
Tax Accounting
Relationship Management
Wealth
Administration
MS Word
Compliance
Trust Administration
Banking
Regulatory Requirements
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