Manage a portfolio of trust accounts, ensuring compliance with the terms of the trust documents, legal requirements, and fiduciary duties
Manage and oversee the day-to-day administration of trust accounts, including but not limited to opening new bank or brokerage accounts, distribution to beneficiaries, fund transfer, and investment management
Carry out periodic reviews of assigned trust portfolios to ensure proper administration and identify potential risks
Maintaining accurate and updated trust records
Create Viewpoint Master files, set up and uploaded all trust documents into ViewPoint and maintenance of all necessary principal records and trust files
Acts as a primary point of contact for trust clients and ensures transparency in trust administration by providing high-quality customer service to clients, building strong relationships, and addressing their inquiries
Ability to draft and review trustee minutes, resolutions, or any trust related documents
Work closely with other departments to coordinate services for clients
Collaborate with professional advisors, investment managers and banks in the management of the assets of the trusts and foundations
To assist the head of department in mentoring and guiding the junior trust administrators
Qualifications Requirements:
Bachelor\'s degree in business administration, law, finance, accounting, or relevant field
3 to 6 years of experience in Trust Administration or relevant; candidates with solid relevant experience will be considered for a manager position
Proven experience in an assistant managerial role or managerial role
Solid understanding of relevant trust laws and regulations related to trusts, estate planning, taxation, and fiduciary responsibilities
Strong analytical skills, attention to detail, and problem-solving abilities
Excellent communication skills, both written and verbal
Ability to work in a discreet and utmost confidentiality with high ethical standards to protect clients\' data
STEP qualification will be an added advantage
HOW TO APPLY:Interested applicants, kindly send your resume in MS WORD format or please click on \xe2\x80\x9cApply Now\xe2\x80\x9d.We regret only shortlisted candidates will be notified.Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).Please read our privacy statement on our corporate website www.trustrecruit.com.sg.Trust Recruit Pte LtdEA License No: 19C9950EA Personnel: Lee Zhi Hui (Christine)EA Personnel Reg No: R24120510Company profileTrust RecruitHuman Resources & Recruitment11-50 employeesTrust Recruit is Singapore\'s leading relationship-based human resource and recruitment firm. With more than 20 years of collective consulting experience, we provide personalized workforce solutions for our corporate clients, ranging from multinational corporations to the public sector, as well as small and medium enterprises.At Trust Recruit, integrity and reliability permeates every level of our recruitment process. TRUST is our currency of interactions; be it with our valued clients, talented job-seekers or our own employees. Through our premium staffing services, we are committed to connecting and developing quality relationships between candidates and companies.Trust Recruit is Singapore\'s leading relationship-based human resource and recruitment firm. With more than 20 years of collective consulting experience, we provide personalized workforce solutions for our corporate clients, ranging from multinational corporations to the public sector, as well as small and medium enterprises.At Trust Recruit, integrity and reliability permeates every level of our recruitment process. TRUST is our currency of interactions; be it with our valued clients, talented job-seekers or our own employees. Through our premium staffing services, we are committed to connecting and developing quality relationships between candidates and companies.Company informationRegistration No.201935022ZEA No.19C9950