Job Description
The role includes trust administration, client relationship management and client advisory.
Trust Administration, Client Relationship Management and Client Advisory:- Act as point of contact for clients, liaise with clients on the administration of trust accounts.
- Day-to‑day duties include attending to client queries, coordinate trust account activities, carry out trustee function, and properly document the account files.
- Carry out day‑to‑day unit trust administration duties for unit trust accounts and ensure that net asset valuation reports are prepared and delivered to unitholders on a timely basis.
- Assist in the opening of banking and custodian accounts on behalf of trust accounts.
- Conduct periodic review of assigned trust accounts to ensure that they are being administered in accordance with company policies, jurisdiction and legal requirements.
- Ensure that all accounts meet regulatory requirements an...