Trust AM/ Manager

2 weeks ago


Singapur, Singapore TRUST RECRUIT PTE. LTD. Full time

Roles & Responsibilities

  • Manage a portfolio of trust accounts, ensuring compliance with the terms of the trust documents, legal requirements, and fiduciary duties
  • Oversee day-to-day administration of trust accounts, including processes like opening new bank or brokerage accounts, beneficiary distributions, and investment management
  • Conduct periodic reviews of trust portfolios to ensure proper administration and identify risks
  • Maintain accurate and updated trust records
  • Create Viewpoint Master files and upload all trust documents for proper record-keeping
  • Act as the primary contact for trust clients, providing high-quality customer service, building relationships, and addressing inquiries
  • Draft and review trustee minutes, resolutions, and other trust-related documents
  • Collaborate with different departments and professional advisors to coordinate services for clients
  • Work closely with investment managers and banks in managing trust assets
  • Assist in mentoring junior trust administrators under the department head's guidance

Qualifications Requirements:

  • Bachelor's degree in business administration, law, finance, accounting, or related field
  • 3 to 6 years of experience in Trust Administration or a related field; relevant experienced candidates may be considered for a managerial role
  • Proven experience in assistant managerial or managerial roles
  • Strong understanding of trust laws, estate planning, taxation, and fiduciary responsibilities
  • Excellent analytical, detail-oriented, and problem-solving skills
  • Outstanding written and verbal communication skills
  • Ability to work with discretion, maintain confidentiality, and uphold high ethical standards
  • STEP qualification would be an advantage

HOW TO APPLY:

Interested applicants, please follow the application instructions provided.

Only shortlisted candidates will be contacted.

Trust Recruit Pte Ltd prioritizes the protection of personal data in line with the Personal Data Protection Act (PDPA).

For more information, visit Trust Recruit Pte Ltd's official website.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Lim Wei Jye (Jaylyn)

EA Personnel Reg No: R

Tell employers what skills you have

  • Taxation
  • Excellent Communication Skills
  • Mentoring
  • Trust Services
  • Brokerage
  • Trust
  • Analytical Skills
  • Transparency
  • Administration
  • Investment Management
  • Accounting
  • Compliance
  • Attention to Detail
  • Estate Planning
  • Customer Service

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