Senior Trust Officer (Trust Administrative, Mon & Fri WFH, Work Life Balance)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

A leading company in fiduciary services seeks a Senior Trust Officer in Singapore. The role involves trust administration, client relationship management, and supervising trust officers. Candidates must have relevant qualifications and experience in trust and tax. Efficient communication and regulatory compliance are key to this role.

Qualifications

• Minimum 2 - 4 years of working experience in wealth planning and fiduciary services.
• Professionally qualified or studying towards STEP or ICSA.
• Strong technical knowledge required.

Responsibilities

• Point of contact for clients, managing trust accounts.
• Coordinate trust account activities and document files.
• Conduct periodic reviews of trust accounts for compliance.

Skills

Technical knowledge in trust

Tax knowledge

Accounting

Company law

Education

STEP or ICSA qualification

Job description

The role includes trust administration, client relationship management and client advisory.

Trust Administration, Client Relationship Management and Client Advisory:

• Act as point of contact for clients, liaise with clients on the administration of trust accounts.

• Day-to day duties includes attend to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.

• Carry out day-to-day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on timely basis.

• Assist in the opening of banking and custodian accounts on behalf of trust accounts.

• Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.

• Ensure that all accounts met regulatory requirements and to report any breaches.

• To acquire and enhance technical skills where required, keep abreast of market developments.

• Acting as Deputy for Senior Manager.

• Supervise junior and senior trust officers.

• Any additional ad-hoc tasks/projects assigned.

Requirements

• Minimum 2 - 4 years of working experience for Senior Trust Officers, in wealth planning, trust and other fiduciary services. Working experience is unit trust administration preferred.

• Professionally qualified – STEP or ICSA or studying towards the qualification.

• Strong technical knowledge in trust, tax, accounting and company law.

• Able to assist in reviewing of trust and related documentation.

• Able to start work within short notice preferred.

HOW TO APPLY:

Interested applicants, please click on “Apply Now”. We regret only shortlisted candidates will be notified.

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Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Khor Khang Qin

EA Personnel Reg No: R22109669