Assistant Trust Relationship Manager

2 days ago

Singapore BOS TRUSTEE LIMITED Full time

BOS Trustee is the trust company owned by Bank of Singapore. Headquartered in Singapore and regulated by MAS.
- The company provides trust administration and advisory services. Wealth planning is provided by a team of wealth planners located inside the bank.
- The incumbent will support trust relationship managers in daily administration of trust mandates.

**Responsibilities**
- Assist the trust relationship managers in the daily administration of the trust mandates, including but not limiting to
- Processing of the bank account opening documents, credit facilities, insurance transfer/purchase documents
- Processing of distribution requests, including name screening.
- Preparing of trustee and company minutes and resolutions where required
- Updating of records in trust system and upkeeping good accurate records of trust relevant parties information as well as trusts and/or company activities
- Assist and support in trust review preparation (if call for), review of trust deeds, letter of wishes, fees etc if required for BAU processing
- Contribute efforts for ad hoc projects
- Act in accordance with core values (Lasting Value, Integrity, Forward-looking, Respect, Responsibility) of the organisation, and demonstrate the highest standards of business and personal conduct.

**Requirements**:

- 1-3 years in trust administration and/or 1-3 years in accounting/tax or company secretariat field
- Team player
- Meticulous and have an eye for details

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