Associate, Trustee Services - Kuala Lumpur, Malaysia - TMF Group

TMF Group
TMF Group
Verified Company
Kuala Lumpur, Malaysia

2 weeks ago

Siti Tan

Posted by:

Siti Tan

beBee Recruiter


Description

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 daytoday 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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