Job Scope

• Support the trust managers in the day-to-day trust administration
• Review of asset injections, distribution, financial statement, trust reviews, periodic review insurance transfers/changes
• Review and ensure that the new trust application documents are in order and meet all on-boarding requirements, prior to our acceptance
• Assisting with completion of insurance documents & form and trust termination documents & forms
• Scanning of documents and sending documents to Operations team for storage archival
• Assist in any ad-hoc tasks, projects or assignment
• Providing administrative support to the trust managers, eg. collating, binding and printing copies of client trust review bundles, etc.

Requirements

• Diploma or Degree in Business or related field is required
• Proven experience as an administrative assistant or office admin assistant
• Proficiency in MS Office (MS Outlook, MS Excel and MS PowerPoint in particular)
• Excellent time management skills and the ability to prioritise work
• High work quality, attention to detail and take initiative to solve problems

Aaron Tan Mok Yee EA License No.: 02C3423 Personnel Registration No.: R22109226

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