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Establishing Trust
3 weeks ago
We are seeking an individual to fill the role of Junior Trust Administrator in our organization.
Key Responsibilities:- Manage day-to-day administration of a portfolio of trust accounts, reporting directly to the Head of Trust Administration.
- Assist with client onboarding and obtain AML/KYC documentation, review Source of Funds & Source of Wealth information.
- Set up master files for trust cases and ensure timely filing of documents.
- Transfer assets into trusts, including opening bank accounts.
- Distribute funds to beneficiaries, preparing distribution checklists and ensuring identification documents are updated.
- Draft trust documents such as trust resolutions and letter of wishes.
- Conduct periodic reviews of trusts and estates under administration.
- Monitor transactions within trust structures.
- Relevant degree or diploma holder.
- Team-player with excellent interpersonal skills.
- Conscientious with good attention to detail.
- Excellent written and verbal communication skills.
- Proven ability to work under pressure to meet deadlines.
- Independent and positive working attitude.