Trust Administration Specialist - Offshore & Compliance

Portcullis Group; Kuala Lumpur; On-site; MYR 67,000 - 100,000; Full time

Job summary

Portcullis Group is seeking a Trust Administrator to support the Trust Administrators in Singapore and oversee documentation, client onboarding and ongoing trust administration tasks in KL. You will gather client information, review regulatory compliance and maintain meticulous records to support fiduciary duties and client services.

The role requires attention to detail, independence, and effective communication in English, with exposure to offshore trust administration and regulatory

Qualifications

• Possess a Diploma or Degree in Law, Legal Studies, Corporate Administration, Business Administration or a related field.
• At least 1 year of experience in trust administration or a relevant legal field.
• Experience in administration of trusts and offshore entities (BVI, Cook Islands, Samoa) is an advantage.
• Familiarity with AML/CTF requirements and regulatory compliance matters including FATCA/CRS and Economic Substance.
• Strong attention to detail and ability to manage multiple tasks and deadlines.
• Proactive, organised, able to work independently with minimal supervision and in a team.
• Good planning, problem-solving, interpersonal and communication skills.
• Good command of written and spoken English.

Responsibilities

• Support Trust Administrators in ensuring client acceptance processes, documenting source of wealth and purpose of setting up trusts.
• Assist in proper administration of trusts and trust assets and escalate issues to senior management.
• Carry out fiduciary duties in line with trust laws and documentation.
• Maintain accurate physical and digital records for all trust files.
• Gather client information and review financial and non-financial data.
• Monitor transactions and review investment performance of managers.
• Apply guidelines, procedures, rules and regulations to day-to-day work.
• Perform work in accordance with private trust industry regulations and codes.
• Escalate red flags and irregularities to senior management in a timely manner.
• Undertake risk reviews for trust files and ensure timely completion of checklists.
• Manage medium to high-risk client caseload with limited supervision.
• Assist with onboarding, administration and exit of trusts and related corporate documents.
• Coordinate with Relationship Managers/Trust Managers/Clients across offices.
• Attend training sessions and liaise with colleagues to ensure smooth administration.

Skills

Attention to detail

Independent worker

Communication skills

Interpersonal skills

Regulatory compliance

AML/CTF knowledge

Problem-solving

Time management

English proficiency

Education

Diploma/Degree in Law or Legal Studies or Corporate Administration or Business Administration

Job description

Portcullis Group is seeking a Trust Administrator to support the Trust Administrators in Singapore and oversee documentation, client onboarding and ongoing trust administration tasks in KL. You will gather client information, review regulatory compliance and maintain meticulous records to support fiduciary duties and client services.

The role requires attention to detail, independence, and effective communication in English, with exposure to offshore trust administration and regulatory