Prepares and reports financial accountings for grantor, beneficiaries, executors, as required by specific provisions of a trust agreement. Prepares, files, and pays, or oversees preparation and payment of applicable state and federal taxes for the trust.

RESPONSIBILITIES:
• General Trust Administration for Directed and Discretionary Trusts.
• Responding to requests from Settlor, Beneficiaries, Internal and External Stakeholders.
• Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the corporation's
• Identification and management of regulatory, risk and AML responsibilities.
• Maintaining fiduciary documentary files according to guidelines and procedures so as to ensure that legal, fiduciary and record keeping responsibilities are performed and that there is evidence thereof.
• Ensuring that the corporation's data base system contains accurate and up to date information.
• Preparation and presentation of onboarding and periodic reviews of trusts and companies to ensure that they are being administered in accordance with company policies, jurisdictional and legal requirements.
• Maintaining the security of clients and corporation information by ensuring that all original and sensitive documents are appropriately filed or vaulted in accordance with corporation policies and procedures.

Experience

• Degree Holder
• Experience in Trust Administration ,
• Above average ability to communicate verbal and written Skills in a concise and coherent manner with attorneys, clients and RMs etc.
• General Knowledge of Trust Law , Company Law ...

Send your Cv to linda@forteemp.com.sg