Trust Officer

6 days ago

Central Region, Singapore PERSOL Full time $80,000 - $120,000 per year

Trust Administration, Client Relationship Management and Client Advisory:

  • Act as point of contact for clients, and liaise with clients on the administration of trust accounts.
  • Day-to-day duties include attending to client queries, coordinating trust account activities, carrying out trustee functions, and properly documenting the account files.
  • Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.
  • Assist in the opening of banking and custodian accounts on behalf of trust accounts.
  • Conduct periodic reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
  • Ensure that all accounts meet regulatory requirements and report any breaches.
  • To acquire and enhance technical skills where required, and keep abreast of market developments.
  • Supervise junior trust administrator.

Requirements

  • Minimum 1 years of working experience in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.
  • Professionally qualified – STEP or ICSA or studying towards the qualification.
  • Strong technical knowledge in trust, tax, accounting and company law.
  • Able to assist in reviewing trust and related documentation.
  • Proactive, responsible, attention to detail, strong decision-making and organizational skills, strong client relationship management and interpersonal skills, good presentation and negotiation skills.

*Interested candidates who wish to apply for the advertised position, please click on "Apply". We regret that only shortlisted candidates will be notified.

EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)

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