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Assistant Trust Relationship Manager
2 months ago
BOS Trustee Limited is the trust company owned by the Bank of Singapore Limited. Headquartered in Singapore and regulated by MAS. The company provides trust administration services. The incumbent will support the business in trust administration activities. A team player to join and support the trust company in administration of trust mandates.
• Assist the trust relationship managers in the daily administration of the trust mandates, including but not limiting to
Ø Processing of the bank account opening documents/update forms, credit facilities, insurance transfer/purchase documents
Ø Preparing trust documentation as required (e.g. minutes, resolutions, review packs/reports)
Ø Updating of records in trust system and upkeeping good accurate records/trackers of trust information (e.g. trust relevant parties) as well as trusts and/or company activities
• Handle ad hoc projects, including but not limiting to file maintenance, event logistics, stationery requisition and archiving. Coordinate and track progress as necessary.
• Assist the trust company with records management, directing telephone calls and filing/mail activities as required (e.g. bank statements, account records, client documentation, seal maintenance, maintenance/review of mailboxes).
• Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organization, and demonstrate the highest standards of business and personal conduct.
Qualifications
• Min Diploma holder
• 1-3 years in trust administration
• Good knowledge of Microsoft office, in particular Microsoft Excel
• Team player
• Meticulous and have an eye for details
• Chinese Proficiency is required as this role is required to deal with Chinese documents