Associate, Trustee Services

1 week ago

Kuala Lumpur, Malaysia TMF Group Full time

**Job no**: 571030

**Work type**: Full time

**Location**: Kuala Lumpur, Malaysia

**Categories**: Client Corporate Secretarial, Consulting Services

**Office Location**: Kuala Lumpur

**Job purpose**

Assist the Trust team in providing a high-quality administrative service to a diverse portfolio of client structures with timeliness and efficiency.

**Key responsibilities**:
Operation
- Understanding and contribute to achieve team responsibilities and goals.
- Carrying out day-to-day transactions for trust clients which established in multiple jurisdictions; ensuring adherence to procedure and workflow. The tasks are including but not limited to:

- Assist in getting all documentation of the files in order, including preparation of documents that were not found or not prepared earlier.
- Prepare Trustee / Director resolutions/minutes, Deed and Agreement as and when required.
- Assist in the monitoring of cash/bank accounts/assets movements of the Trust where required including preparation of asset summary.
- Compile bank statements/advices and upload into Shareportal.
- Assist in completing any Bank Forms (CRS and FATCA matters) related to the Trust and/or Underlying Companies’ accounts.
- Prepare and arrange statutory filings and liaise with Registered Agent.
- Assist in annual compliance review.
- Any other incoming task received.
- Updating client database in accordance with standard data convention; assist with maintaining data integrity.
- Assist in periodic review of files ensuring due diligence documentation are in order, all transactions properly supported by documentation and compliance.
- Assist in ensuring trust accounts and/or bookkeeping are up to date; coordinating with client accounts department to clear any outstanding accounts issues on a timely basis including preparation of adoption documents.
- Liaising and / or coordinating with external / internal service providers (e.g. Auditor, Treasury Operations, Client Accounting) in relation to trust activity.
- Liaising with colleagues from other offices in relation to trust activity.
- Ensure you continuously update yourself and are familiar with the relevant documentation / template of the Team.
- Work with and contribute to Company / Group / Improvement Team initiatives to improve productivity of the department.
- To perform any other functions as the management may see fit.

Client/Business Partner servicing responsibilities
- To render sound advice to File Manager / Administrator in particularly, matters related to in-house compliance, or any concern which require their attention and action.

Ad-hoc Service
- To work with the team on the ad-hoc project in order to meet the deadline given with advice from Supervisor.

**Job specific requirements**:

- Possess at least a Professional Certificate (STEP /ICSA) or a Degree holder (with knowledge of trust/company secretarial/offshore companies preferred).
- Minimum 1-2 years of related working experience in office administration and operation (practical trust administration experience in professional or reputable financial companies preferred).
- Those with experience working in a banking environment especially in backend processing are highly encouraged to apply.
- Good in both written and spoken English.
- Ability to communicate in Cantonese or read in Chinese (optional).

**Job specific competencies**

Soft skills:

- Fast learner
- Good interpersonal skills
- Prompt delivery of tasks assigned
- Problem solving

Technical Skills:

- Good communication skills both writing and verbal
- Good time management skills
- Meticulous, multi-task and work independently in a fast-paced working environment.

**Advertised**: 04 Mar 2024 Singapore Standard Time
**Applications close**: 30 Apr 2024 Singapore Standard Time

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