Responsibilities:
- Review and ensure that the new trust application documents are in order and meet all on-boarding requirements, prior to acceptance
- Support the trust managers in the day-to-day administration which includes the review of asset injections, distribution, financial statement, trust reviews, changes to beneficiaries and letter of wishes.
- Assess and ensure proper discharge of the trustee's fiduciary duty in the management and administration of the private trust structures.
- Assess and ensure that all legal/regulatory requirements and AML/CFT due diligence requirements are satisfied in relation to the private trust structures.
- Scanning and arrange for documents to be sent to operations team
- Assist in any ad-hoc tasks or assignment
Requirement:
- Bachelor's Degree in Accounting, Finance, Banking or in any related majors
- At least 1-2 years of relevant experience in Trust Administration / Operations role
- Must have experience in reviewing contractual documents
- Detailed, meticulous, and efficient with administration work
- Excellent stakeholder management skills
Interested Applicants, please email your resume to [email protected] (R1767650), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.
Charmane Castillo Lalog License No.: 02C3423 Personnel Registration No.: R1767650
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