Officer, Trust

2 weeks ago


Singapore NOVO RECRUITMENT SOLUTIONS PTE. LTD. Full time
**Trust Administration Officer

The Trust Administration Officer will support the senior trust administrators/client managers in handling the administrative responsibilities for a portfolio of trusts, companies and other wealth structures ensuring timely delivery and high quality of service.

The person will work with the senior trust administrators/client managers to identify and mitigate risks across their span of control and will be responsible for supporting their teammates within the office.

**Key Responsibilities

Administrative:

  • The Trust Administration Officer will ensure that all documents ( both electronically and physically) are stored according to agreed policies and procedures.

Clients servicing:

  • The Trust Administration Officer will ensure that they deliver high quality service to all clients, working closely with the senior trust administrators/ client managers.
  • They will support the senior trust administrators/ client managers in delivering upon opportunities to drive up levels of client service. The role holder will ensure they deliver on client commitments based on agreed deadlines and to a high standard.
  • The Trust Administration Officer takes responsibility for preparing bank account opening documents, trust review packs and other documents for the senior trust administrators/ client managers.

Commercial:

  • The Trust Administration Officer will achieve personal targets as set out for their role for time recording and utilization. They will support the senior trust administrators / client managers in ensuring timely collection of debt.

Risk:

  • The Trust Administration Officer takes responsibility for carrying out risk screenings on clients/ trust related parties, first level client CDD reviews and preparing the required documents according to agreed policies and procedures.
**Knowledge and Experience

Professional and Technical Experience:

  • The Trust Administration Officer will demonstrate good client service, meeting the needs and demands of High-NetWorth clients. They will demonstrate a basic understanding of the technical principles of daytoday fiduciary administration.

Personal Attributes:

  • The Trust Administration Officer is required to be clientcentric, from building relationships, servicing clients' demands. They will need to be flexible, professional and have good prioritization of tasks and time management skills when working under tight deadlines. They will need to be selfmotivated and focus on exceeding targets and goals.

Academic and Professional Qualifications:

  • The Trust Administration Officer is expected to study towards a relevant professional qualification (such as STEP), and to be holding at least a Diploma.
Novo Recruitment Solutions Pte. Ltd. | EA License No.

23C1469 | Lim Wai Yee (Lin Weiyi) | EA Reg No:

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