Trust Administrator

2 months ago


Singapore KENSINGTON TRUST SINGAPORE LIMITED Full time
Roles & Responsibilities

Your next opportunity

Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn.

Key Responsibilities:

  • Trust and Estate Administration: Managing the day-to-day administration of trust portfolios, 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 they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
  • 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 maintaining a client-focused approach.
  • Ability to draft trustee minutes, resolutions, or any trust related documents.
  • Administration of trusts and foundations, including its underlying structure and portfolios.
  • 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.

Qualifications Requirements:

  • Bachelor's degree in business administration, law, finance, accounting, or relevant field.
  • Minimum 2 years of experience in Trust Administration or relevant. 1 year+ of experience in solid Trust Administration will be considered and are strongly encouraged to apply (remuneration will commensurate with experience)
  • 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.

We regret to inform you that only shortlisted candidates will be notified.


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Taxation
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Trust Services
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