Senior Associate TCS
TMF Group
4 hari yang lepas

Job Purpose :

Coordinating and performing required trustee’s services administrative work for trust service department to achieve continuing work efficiency.

Key Responsibilities :

  • Provide trust / general administration support to a portfolio of trust clients across various jurisdictions which include distribution of estate, risk management, wealth preservation initiatives devised by regular reviewing and reporting portfolio performance.
  • Coordinate papers and keep register.
  • Manage placement of funds and maturity dates of investments.
  • Prepare billing for services and be the liaison person for internal and external parties.
  • Update, process and monitor clients' monthly and quarterly maintenance payments.
  • Prepare monthly or quarterly valuation report.
  • Key Requirements :

  • Possess at least a Professional Certificate (STEP / ICSA), Bachelor's Degree, Post Graduate Diploma, Professional Degree, Business Studies / Administration / Management, Finance / Accountancy / Banking or equivalent.
  • Those with at least 2 years of working experience in related field will have an added advantage for this position.
  • Ability to work well under pressure, open minded, embraces chance, good communicator, flexible and high adaptability in fast changing situations.
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