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Trust Assistant Manager/ Manager

1 month ago

Singapur, Singapore TRUST RECRUIT PTE. LTD. Full time
Roles & Responsibilities

(CENTRAL REGION) - Robinson Road


We are seeking an assistant manager / manager who is driven and passionate about delivering exceptional service and value to our valued clients.

The ideal candidate must have a strong background in Trust with people management experience and possess a growth mindset.


Key Responsibilities:

  • Manage a portfolio of trust accounts, ensuring compliance with the terms of the trust documents, legal requirements, and fiduciary duties
  • Manage and oversee the day-to-day administration of trust accounts, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management
  • Carry out periodic reviews of assigned trust portfolios to ensure proper administration and identify potential risks
  • Maintaining accurate and updated trust records
  • Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files
  • Acts as a primary point of contact for trust clients and ensures transparency in trust administration by providing high-quality customer service to clients, building strong relationships, and addressing their inquiries
  • Ability to draft and review trustee minutes, resolutions, or any trust related documents
  • Work closely with other departments to coordinate services for clients
  • Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations
  • To assist the head of department in mentoring and guiding the junior trust administrators

Qualifications Requirements:

  • Bachelor's degree in business administration, law, finance, accounting, or relevant field
  • 3 to 6 years of experience in Trust Administration or relevant; candidates with solid relevant experience will be considered for a manager position
  • Proven experience in an assistant managerial role or managerial role
  • Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities
  • Strong analytical skills, attention to detail, and problem-solving abilities
  • Excellent communication skills, both written and verbal
  • Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients' data
  • STEP qualification will be an added advantage

Other Information:

  • We offer a competitive salary and benefits package, a collaborative work environment, and opportunities for growth and development
  • Hybrid working arrangement for confirmed staff


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


Tell employers what skills you have

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

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