Trust Officer (Work Life Balance, Mon & Fri WFH) Short Notice Preferred !

The role includes business development, trust administration, client relationship management and client advisory.

Business Development of Trust Services:

1. Attend to client enquiries, attend meetings with prospective clients, prepare proposals for new business, and assist in business development activities.

2. Ensure that new business acquired is in compliance with regulatory requirements and to reject business with unacceptable business or reputational risks.

3. Active involvement with initial client on-boarding process, be responsible for the collection of the establishment fee and to liaise with clients on trust set-up and initial asset injection.

Trust Administration, Client Relationship Management and Client Advisory:

1. Act as point of contact for clients, liaise with clients on the administration of trust accounts.

2. Day-to-day duties include attending to client queries, coordinating trust account activities, carrying out trustee functions, and properly documenting the account files.

3. 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 a timely basis.

4. Assist in the opening of banking and custodian accounts on behalf of trust accounts.

5. Conduct periodic reviews of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction, and legal requirements.

6. Ensure that all accounts meet regulatory requirements and report any breaches.

7. Acquire and enhance technical skills where required, keeping abreast of market developments.

8. Act as Deputy for Senior Manager.

9. Supervise junior and senior trust officers.

10. Any additional ad-hoc tasks/projects assigned.

Requirements:

1. Minimum 3 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience in unit trust administration preferred.

2. Professionally qualified – STEP or ICSA or studying towards the qualification.

3. Strong technical knowledge in trust, tax, accounting, and company law.

4. Able to assist in reviewing trust and related documentation.

5. Able to start work within a short notice preferred.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669