Main Duties:

• Perform administration procedures of client entities in accordance with organisations policies and provide support to another team member.
• Performing customer due diligence checks including maintaining up-to-date client information, circumstances and details.
• Analyse client needs and provide recommendations, including attend to all client’s need (distribution, updating Letter of Wishes, etc)
• Review client records and accounts for inaccuracies or anomalies and ensure that the data base is accurate and keep up to date.
• To prepare and check all documents including Trustee’s Minutes, Payment Checklists, instructions to banks, etc.
• To check annual trust reviews.
• To attend to queries in relation to Trust Accounting (eg nature of transaction, posting of entries, etc).
• To manage safe custody items and maintain register.
• Analyse identified risks and compliance exposure internally for both the organisation and clients and provide recommendations
• Develop control systems to mitigate risks and compliance exposure
• Develop long term relationships with clients by understanding client needs and complexities

Requirement:

• 5 years’ experience in trust company environment.
• Understanding of regulatory compliance, risk management and trust structuring.
• Relevant professional qualification
• High degree of integrity and ethical culture
• Excellence customer relationship management
• Ability to be tactful and diplomatic and remain calm and professional when dealing with potentially difficult situation.
• Good report writing and analytical abilities.
• Excellence communication in English (written and spoken)
• Strong management and leadership skills.

Date: 11 December 2021

Location: CBD

Salary: $4500 – $7000

Full-Time:  5 Positions Available

Category: Finance/Accounts

EA Licence no: 20C0392

EA Registration no: R1770151