Trust Administration Officer

ZEDRA TRUST COMPANY (SINGAPORE) LIMITED; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading trust administration firm in Singapore is seeking a Trust Administration Officer to support senior administrators in managing a portfolio of trusts and companies. The role includes delivering high-quality client service, preparing necessary documents, and conducting risk assessments. The ideal candidate has a diploma and is pursuing a relevant professional qualification. Flexibility and strong client service skills are a must.

Qualifications

• Demonstrates good client service to high net worth clients.
• Basic understanding of fiduciary administration.
• Ability to build relationships and exceed client expectations.

Responsibilities

• Store documents according to policies and procedures.
• Deliver high-quality service to clients and intermediaries.
• Prepare bank account opening documents and trust review packs.
• Carry out risk screenings and client CDD reviews.

Skills

Client service orientation

Risk screening

Time management

Flexibility

Education

Diploma

Relevant professional qualification (such as STEP)

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 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 qualityservice 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

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.