
Junior Trust Admin
1 week 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
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