Trust AM/ Manager (Trust Law/ STEP/ Legal) JL18

at  Trust Recruit Pte Ltd

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

• 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 foundationsTo assist the head of department in mentoring and guiding the junior trust administrators