Associate, Trust

2 weeks ago

Tanjong Pagar, Singapore PreceptsGroup Full time
1) Wills & Trust Advisory

2) Estate Admin

3) Compliance & Trust Admin

4) Corporate Services Advisory

Background:

Duties/Responsibilities:

  • Draft wills
  • Help to attest clients' wills
  • Verify final wills and all related supporting documentation
  • Manage portfolios of cases to advise, structure, draft and administer clients' wills and trusts
  • Deal with all administrative aspects of clients' portfolios, dealing directly with clients and their advisors and family where relevant
  • Manage legal aspects of wills and trust setup, estate & trust administration, perform comprehensive reviews of financial statements for trust structures
  • Review documents pertaining to the establishment and continuation of private and complex trusts and ensure compliance with all relevant law and governance regulators
  • Collaborate with trust team, panel lawyer, tax agent, accountant, financial planner and company secretary to provide a full range of legal, estate planning and private trust services including will writing, private trust setup, estate & trust administration,
  • Provide support of any adhoc assigned by Head of Department

Required Skills/Abilities:

  • Good command of English
  • At least 12 year(s) of working experience is preferred
  • Develop and maintain standard operating procedures
  • Tactful in dealing with clients

Preferred Competencies:

  • Conversant in English
  • Meticulous and shows pride in the accuracy of work

Work Arrangements:

  • Location: Central (Tanjong Pagar)
  • 5Day Work Week
  • Fulltime, Permanent
  • From $3,500.00 per month, negotiable based on prior experience.

Notes:

  • You will be mentored and exposed to professional development.
  • You will report to the Head of Trusts.

Job Types:
Full-time, Permanent

Salary:
From $3,500.00 per month

Benefits:

  • Professional development
  • Promotion to permanent employee

Schedule:

  • Monday to Friday

Supplemental pay types:

  • 13th month salary

Work Location:
In person

  • Associate, Estate Management

    2 weeks ago

    Tanjong Pagar, Singapore PreceptsGroup Full time

    Roles & Responsibilities: Collaborate Manage legal aspects of wills, trust setup, estate and trust administration, perform comprehensive reviews of financial statements for trust structures, review documents pertaining to the establishment and continuation of private and complex trusts and ensure compliance with all relevant law and governance regulators....