Legal & Operations (Trust Administrator)

DUTIES & RESPONSIBILITIES :

Legal & Operations Administration
· Assist in the preparation, review, and maintenance of trust related legal documents.
· Ensure trust structures comply with applicable trust laws, regulatory requirements, and internal governance policies.
· Support Know-Your-Customer (KYC), Anti-Money Laundering (AML), and due diligence processes.
· Maintain accurate and up to date trust records, registers, and statutory documentation.
· Liaise with legal advisors, regulators, and internal compliance teams when required.

Operational & Trust Administration
· Coordinate the execution, safekeeping, and distribution of trust documentation.
· Monitor ongoing trust administration matters, including amendments, updates, and variations.
· Ensure timely and accurate documentation flow between internal teams and external stakeholders.
· Support trust related operational reporting and audit requirements.
· Complete administrative tasks within specified timelines to support operational efficiency.

Legal & Documentation
· Prepare and vet wills, trust, and related estate planning documents.
· Assist in structuring and implementing estate planning solutions in accordance with applicable laws.
· Ensure all legal and estate planning documentation meets regulatory, legal, and internal standards.

Regulatory & Compliance
· Maintain a strong understanding of laws and regulations governing trusts, wills, and estate planning.
· Ensure continuous compliance with regulatory standards, internal policies, and procedural guidelines.
· Support compliance reviews and regulatory inspections when required.

Reporting & Documentation
· Prepare trust-related reports, statements, and regulatory filings as required.
· Maintain accurate and up-to-date records in accordance with audit and regulatory standards.
· Support audit and internal reviews by providing necessary documentation and explanations.

Liaison
· Collaborate effectively with clients, internal teams, and external professionals to ensure smooth coordination and successful outcomes.

Continuos Improvement
· Keep up-to-date with internal processes, regulatory changes, and industry best practices to enhance accuracy, efficiency, and compliance in daily operations.

Teamwork & Collaboration
· Collaborate with various departments to optimize operational procedures and ensure effective teamwork across the organization.

Additional Responsibilities
· Perform other relevant tasks as assigned by senior management to support the efficient operation of the business.


JOB REQUIREMENTS :
· 1–3 years of relevant experience in Trust Administration, Legal Practice, Banking Operations, or a regulated financial services environment.
· Possess a Law Degree.
· Proven working experience in legal field.
· Proven knowledge of legal requirements and controls (e.g. Anti-Money Laundering / Syariah, etc.).
· Experience in the legal, insurance, financial services, or will-writing services will be an added advantage.
· Knowledge of KYC and AML practices is an added advantage.
· Fluent in Bahasa Malaysia and English.
· Proficient in Microsoft Office application and other relevant software.
· Excellent written and verbal communication skills, with the ability to offer valuable insights.
· Ability to work effectively in a fast-paced environment with minimal supervision.
· Excellent interpersonal skills, with the ability to engage effectively with diverse audiences.
· Strong organizational skills and the ability to prioritize tasks under pressure.
· Experience in handling confidential information securely.
· Strong analytical and problem-solving skills, with the ability to assess legal challenges and provide strategic solutions.
· Familiarity with industry practices and professional standards.