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Role:
. Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration
Responsibilities:
. To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.
. To assist in drafting trust documents such as trust resolutions and letter of wishes.
. To assist in the Asset(s) transfer into the Trust setup, including opening bank accounts.
. To assist in the collection of earnings, dividends or sale of assets, placement of proceeds in the Trust account.
. To liaise with intermediaries relating to the trust structures such as lawyers, tax advisors and bankers when necessary.
. To assist in the direct distribution of funds to Beneficiaries, in accordance with the Trust Deed.
. To undertake Periodic Review of Trust and Estates under administration.
. To manage and administer the existing book of trust clients and develop the relationship by providing exemplary services.
. To attend any risks derived from annual reviews on the trust structures.
. Perform any other ad hoc assignments.
. To raise awareness to management of any AML or KYC issues relating to our existing trust structures promptly
Skills and qualifications:
. 2- 4 years of proven Trust and Company administration experience
. Relevant Degree/ Diploma holder (Accounting preferred)
. STEP qualified or part qualified /pursuing
. Clear track record of ability to garner client's confidence & understands the needs of clients when structuring a Trust setup.
. Team-player with outstanding interpersonal skills
. Conscientious, with good attention to detail
. Outstanding written and verbal communication skills
. Proven ability to work under pressure to meet deadlines
. Independent and positive working attitude
Date Posted: 28/11/2024
Job ID: 101775545