Key Responsibilities:
Trust & Estate Administration
- Manage the day-to-day administration of trust accounts, including opening bank and brokerage accounts, processing distributions to beneficiaries, executing fund transfers, and overseeing investment management.
- Conduct periodic reviews of assigned trust accounts to ensure adherence to trust deeds, company policies, and legal and tax regulations.
- Administer trusts and foundations, including underlying structures and investment portfolios.
- Collaborate with legal advisors, investment managers, and financial institutions in managing trust assets.
Record-keeping & Documentation
- Maintain accurate and well-organized trust records, ensuring all trust-related documentation is securely recorded.
- Set up and manage trust master files within ViewPoint, ensuring ongoing maintenance and compliance with internal record-keeping policies.
- Draft trustee minutes, resolutions, and other trust-related documents while providing guidance to junior trust administrators on daily trust administration tasks.
Client Relationship Management
- Act as the primary point of contact for trust clients, ensuring transparency in trust administration while delivering high-quality client service.
- Build and maintain strong client relationships, demonstrating a client-focused approach with responsiveness and professionalism.