Trust Administrator Officer

Singapore

Close: 15/02/2025

Job Description

  • Assist in setting up trust structures and the client on-boarding process.
  • Act as point of contact for clients, liaise with clients on the administration of trust accounts.
  • Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document 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 review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
  • Ensure that all accounts met regulatory requirements and to report any breaches.
  • To acquire and enhance technical skills where required, keep abreast of market developments.

Requirement

  • Minimum 3 years of working experience in wealth planning, trust and other fiduciary services. Working experience in unit trust administration preferred.
  • Professionally qualified – STEP or ICSA or studying towards the qualification.
  • Proactive, responsible, attention to detail, strong client relationship management and interpersonal skills.