Job Description
Position : Junior Trust Administrator of British & Malayan Trustees Limited (BMT)
Role:
- Manage the day-to-day administration of a portfolio of Trust accounts, reporting to the Head of Trust Administration
Responsibilities:
- To assist with the on-boarding of new clients and obtain the requisite AML/KYC documentation, review of Source of Funds & Source of Wealth information.
- To assist in setting up master file for trust cases and ensure timely filing of documents
- To assist in the asset(s) transfer into the Trust setup, including opening bank accounts.
- To assist in the direct distribution of funds to Beneficiaries such as preparation of distribution checklist and ensuring identification documents are updated.
- To assist in drafting trust documents such as trust resolutions and letter of wishes.
- To undertake Periodic Review of Trust and Estates under administration.
- To conduct transaction monitoring of bank accounts within the trust structures
- Perform any other ad hoc administrative assignments.
Skills and qualifications:
- Relevant Degree/ Diploma holder
- Team-player with outstanding interpersonal skills
- Conscientious, with good attention to detail
- Outstanding written and verbal communication skills
- Proven ability to work under pressure to meet deadlines
- Independent and positive working attitude
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