Estate Planning Associate – Growth in Trust & Admin

PRECEPTS TRUSTEE LTD.; Singapore; On-site; SGD 45,000 - 67,000; Full time

Job summary

PRECEPTS TRUSTEE LTD. invites applications for an Associate to support our estate planning, trust administration, and fiduciary services practice in Singapore.

The role is designed as a structured development path with cross-functional training across at least two departments, providing hands-on exposure to both trust and estate planning as well as administration. You will collaborate with clients and professional advisors to deliver end-to-end estate and succession planning solutions, including

Qualifications

• Diploma or Degree in a relevant discipline.
• Prior experience in legal, banking, wealth management, insurance or client servicing preferred.
• Fresh graduates with strong interest in estate planning and trust services are welcome.

Responsibilities

• Assist in drafting, reviewing and administering wills, trusts and related estate planning documents
• Support estate and trust administration, including asset collection, transfers and beneficiary distributions
• Liaise with clients, beneficiaries and external professionals (lawyers, tax advisors, financial planners, etc.)
• Manage client enquiries and maintain strong stakeholder relationships
• Maintain accurate client records, conduct due diligence, and ensure proper documentation
• Monitor case progress and ensure timely completion of administrative and regulatory requirements
• Ensure compliance with applicable laws, regulations and internal policies
• Manage a portfolio of estate planning and trust administration cases

Skills

Communication skills

Attention to detail

Analytical abilities

Discretion

Client-centric mindset

Education

Diploma or Degree in a relevant discipline

Tools

Microsoft Office

Job description

PRECEPTS TRUSTEE LTD. invites applications for an Associate to support our estate planning, trust administration, and fiduciary services practice in Singapore.

The role is designed as a structured development path with cross-functional training across at least two departments, providing hands-on exposure to both trust and estate planning as well as administration. You will collaborate with clients and professional advisors to deliver end-to-end estate and succession planning solutions, including