Trust Services Specialist - Client Advisory & Admin

The role includes 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...