Trust Administrator Officer recruitment

Job Description – Trust Administrator

This role is for assisting in day-to-day administration of trusts and company structures of different levels of complexity and in new business acceptance and review process.

 

Responsibilities

-    Process documents for trust restructuring, revocation and deed of amendments etc.
-    Process payments and distribution of trust assets
-    Process documents for trust termination, change of trustee, change of beneficiaries and related matters
-    Process documents for financial transactions conducted by the trust
-    Process bank account opening and other related documents
-    Monitor and chase outstanding documents/information
-    Update database and imaging system
-    Deal with telephone enquiries/email enquiries
-    Maintain effective communication with other Merrill Lynch departments
-    Comply with the policies, procedures, laws, rules and regulations applicable to the trustee
-    Assist in the process of review and acceptance of new business
-    Assist in conducting due diligence exercise on new and existing clients
-    Take follow-up action arising from investment reviews and fiduciary reviews
-    Assist in office administration
-    Communicate and coordinate with internal and external working parties

 

Requirements

-    A recognized degree in Accounting, Law, Business Administration or any relevant discipline
-    At least 3 years’ relevant experience in private trust administration services or tax advisory services or financial services industry
-    Preferably starting the course of the Diploma in International Trust Management granted by the Society of Trust and Estate Practitioners
-    Excellent interpersonal and communication skills
-    Good computer skills
-    Driven, energetic and self-motivated
-    Excellent command in English and Chinese (Mandarin), both written and oral
-    Ability to work independently
-    Knowledge of banking and securities products/instruments, and investment
-    Some knowledge of general principles of law, trust law and/or company law
-    Some experience in managing offshore companies and/or trusts
-    Excellent organizational and interpersonal skills
-    A good team-player
-    Willing to work outside office hours if needed

Apply online using the apply button below or for more information phone Pankhil Desai on  + 65 6533 2777  quoting jobref  H1059620