Trust Administrator
at KENSINGTON TRUST SINGAPORE LIMITED
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 14 Sep, 2024 | USD 5000 Monthly | 17 Jun, 2024 | 3 year(s) or above | Analytical Skills,Trusts,Regulations,Communication Skills,Estate Planning,Finance | No | No |
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Description:
YOUR NEXT OPPORTUNITY
Be a part of the dynamic trust team that acts as the key contact point for clients to/assist and resolve clients’ issues. We are seeking a dedicated individual who is passionate about delivering exceptional service to our valued clients and exceeding their expectations at every turn.
QUALIFICATIONS REQUIREMENTS:
- Bachelor’s degree in business administration, law, finance, accounting, or relevant field.
- Minimum 3 years of experience in Trust Administration or relevant.
- 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:
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Responsibilities:
- Trust and Estate Administration: Managing the day-to-day administration of trust portfolios, 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 they are being administered in accordance with the trust deeds, the company’s policies, and legal and tax requirements.
- 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 maintaining a client-focused approach.
- Ability to draft trustee minutes, resolutions, or any trust related documents.
- Administration of trusts and foundations, including its underlying structure and portfolios.
- 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.
REQUIREMENT SUMMARY
Min:3.0Max:8.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Business administration law finance accounting or relevant field
Proficient
1
Singapore, Singapore