Trust Administration Officer

ZEDRA TRUST COMPANY (SINGAPORE) LIMITED; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading trust administration firm in Singapore is seeking a Trust Administration Officer to support senior administrators. This role involves handling a portfolio of trusts, ensuring high-quality service for both English and Mandarin speaking clients. The ideal candidate should possess a diploma, demonstrate excellent client service skills, and be studying towards a relevant professional qualification. Strong time management and relationship-building skills are essential for exceeding client expectations.

Qualifications

• Good client service skills with high net worth clients.
• Understanding of fiduciary administration principles.
• Required to study towards a relevant professional qualification (such as STEP).

Responsibilities

• Support senior administrators in managing trust portfolios.
• Deliver high-quality service to intermediaries and clients.
• Prepare necessary documentation for bank accounts and trust reviews.
• Conduct client risk screenings and CDD reviews.

Skills

Excellent client service

Mandarin language proficiency

Time management

Relationship building

Risk management

Education

Diploma

Job description

The Trust Administration Officer will support the senior trust administrator(s) / client manager(s) in handling the administrative responsibilities for a portfolio of trusts, companies and other wealth structures ensuring timely delivery and high quality of service to both intermediaries and clients. The intermediaries and clients include a portfolio of both English and (pure) Chinese speaking intermediaries and clients. The role holder will work with the senior trust administrator(s) / client managers to identify and mitigate risk across their span of control and will be responsible for supporting their team mates within the office.

Key Accountabilities

Administrative

The Trust Administration Officer will ensure that all documents are stored (electronically and physically) according to agreed policies and procedures.

Intermediaries / Clients

The Trust Administration Officer will ensure that they deliver high quality service to all intermediaries and clients, working closely with the senior trust administrator(s) / client manager(s).

They will support the senior trust administrator(s) / client manager(s) in delivering upon opportunities to drive up levels of client service. The role holder will ensure they deliver on client commitments based on agreed deadlines and to a high standard.

The Trust Administration Officer takes responsibility for preparing (amongst others) bank account opening documents, trust review packs and documents for the senior trust administrator(s) / client manager(s).

Commercial

The Trust Administration Officer will achieve personal targets as set out for their role for time recording and utilization. They will support the senior trust administrator(s) / client manager(s) in ensuring prompt collection of debt.

Risk

The Trust Administration Officer takes responsibility for carrying out risk screenings on clients/ trust related parties, first level client CDD reviews and preparing the required documents according to agreed policies and procedures.

Knowledge and Experience

Professional and Technical Experience

The successful applicant will demonstrate good client service delivering against the needs and demands of high net worth clients. They will demonstrate a basic understanding of the technical principles of day to day fiduciary administration.

Personal Attributes

The Trust Administration Officer will put their clients at the centre of everything they do building relationships and working to exceed expectations, they will be flexible and professional when working under time driven pressures and will develop with coaching their prioritization and time management skills. They will be self- motivated and focused on exceeding targets and goals.

Language Skills

English and Mandarin (the role holder will be required to converse in Mandarin to the pure Chinese speaking intermediaries and clients).

Academic and Professional Qualifications

The Trust Administration Officer is expected to study towards a relevant professional qualification (such as STEP), and to be holding at least a Diploma.