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Associate, Trustee Services
4 weeks ago
**Job no**: 569713
**Work type**: Full time
**Location**: Kuala Lumpur, Malaysia
**Categories**: Entry Level, Client Relationship Management, Private Wealth, 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**
- 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:
- Monitor the group mailbox for incoming task and prepare the related documentation for client.
- 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
- Compile bank statements/advices and upload into system.
- 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.
- Maintain the accuracy of details for each client data in the system.
- Assist in annual compliance review.
- Ad hoc task assigned by superior.
**Job Requirements**:
- Preferrable degree holder with knowledge of trust/company secretarial/offshore companies
- Fresh graduate welcomed to apply.
- Minimum 1 year relevant experience in office administration and operation (practical trust administration experience in professional or reputable financial companies preferred).
- Pursuing Professional Certificate (STEP /ICSA) count as added advantage
- 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 count as added advantages.
**Advertised**: 22 Jan 2024 Singapore Standard Time
**Applications close**: 29 Feb 2024 Singapore Standard Time
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