
Junior Trust Admin
2 weeks ago
Job Description
Position : Junior Trust Administrator of British & Malayan Trustees Limited (BMT)
Role:
· Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration
Responsibilities:
· To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.
· To assist in setting up master file for trust cases and ensure timely filing of documents
· To assist in the asset(s) transfer into the Trust setup, including opening bank accounts.
· To assist in the direct distribution of funds to Beneficiaries such as preparation of distribution checklist and ensuring identification documents are updated.
· To assist in drafting trust documents such as trust resolutions and letter of wishes.
· To undertake Periodic Review of Trust and Estates under administration.
· To conduct transaction monitoring of bank accounts within the trust structures
· Perform any other ad hoc administrative assignments.
Skills and qualifications:
· Relevant Degree/ Diploma holder
· Team-player with outstanding interpersonal skills
· Conscientious, with good attention to detail
· Outstanding written and verbal communication skills
· Proven ability to work under pressure to meet deadlines
· Independent and positive working attitude
Tell employers what skills you haveMicrosoft Office
Due Diligence
Interpersonal Skills
Wealth
Administration
Attention to Detail
Trust Administration
Communication Skills
Administrative Support
AML
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