Trust Officer (Work Life Balance, Mon & Friday WFH)

TRUST RECRUIT PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A trust recruitment agency in Singapore is looking for a Trust Officer with 3-5 years of experience in fiduciary services. The successful candidate will be responsible for managing client relationships, ensuring compliance with regulations, and supervising junior staff. A professional qualification such as STEP or ICSA is required. Candidates with strong technical knowledge in trust and tax will excel in this role.

Qualifications

• 3-5 years of experience in trust or fiduciary services.
• Strong technical knowledge in trust, tax, accounting, and company law.

Responsibilities

• Liaise with clients on trust account administration.
• Coordinate unit trust administration duties.
• Review trust accounts for compliance.

Skills

Trust accounting

Wealth planning

Regulatory compliance

Supervision

Education

STEP or ICSA qualification

Job description

Job Responsibilities

• 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.

Job Requirements

• Minimum 3 - 5 years of working experience for 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.

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