Trust Fund Operations Officer

2 weeks ago


Kuala Lumpur, Malaysia Affin Bank Full time

Trust Fund Operations Officer

**Create your future with Affin You too can make a difference.**

Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too.
- Administer a portfolio of trust accounts, including discretionary, revocable, irrevocable, and charitable trusts, in accordance with legal and fiduciary standards.
- Oversee the day-to-day operations of trust accounts, including cash management, asset allocation, investment management, and disbursements.
- Conduct thorough reviews of trust documents, client instructions, and beneficiary information to ensure accuracy and compliance.
- Collaborate with internal stakeholders, including legal, compliance, and investment teams, to address trust-related issues and implement effective solutions.
- Maintain accurate records of trust transactions, correspondence, and client interactions in compliance with internal policies and regulatory requirements.
- Provide personalized service to clients, addressing inquiries, requests, and concerns in a timely and professional manner.
- Monitor trust performance and prepare regular reports for clients, trustees, and regulatory authorities as required.
- Stay informed about changes in trust and estate laws, regulations, and industry best practices to ensure compliance and mitigate risks.
- Participate in trust-related projects and initiatives aimed at enhancing operational efficiency, client satisfaction, and business growth.
- Foster positive relationships with clients, beneficiaries, and external partners to promote trust retention and referral opportunities.

Job ID JR101052



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