Trust Administrator (Operations)

DUTIES & RESPONSIBILITIES :

Trust Administration
-Apply and utilise company policies to ensure efficient processing of client trust applications.
-Manage day-to-day administration of trust structures in accordance with trust deeds, internal policies, and legal requirements.
-Monitor and review trust accounts to ensure accurate records and proper distributions.
-Liaise with beneficiaries, and relevant parties to coordinate trust-related matters.
-Maintain updated knowledge of trust laws, regulations, and best practices.
-Regulatory Compliance & Risk Management
-Apply and adhere to internal controls in compliance with applicable regulations (e.g. PDPA, AML, Trust Act, Companies Act, Income Tax Act, Trustee Companies Act).
-Use relevant screening tools to monitor and assess potential or existing clients for due diligence and KYC/AML requirements.
-Ensure proper documentation and risk assessments are conducted for all trust-related transactions.
-Dentify compliance risks and escalate issues as appropriate.
-Support compliance audits, internal review & regulatory filings.

Collaboration & Team Coordination
-Collaborate with cross-functional teams to ensure efficient service delivery.
-Provide guidance and support to junior operational staff.
-Identify areas for process improvement and recommend solutions to enhance efficiency.

Operational Efficiency & Process Improvement
-Identify operational inefficiencies and recommend improvements to senior management.
-Support automation and digitalisation initiatives to enhance trust administration processes.
-Assist in the implementation and adoption of technology solutions across trust operations.
-Ensure timely execution of tasks and deliverables in line with company service standards.

Client Relationship Management
-Provide quality service to clients by responding to inquiries and resolving issues efficiently.
-Maintain professional relationships with clients, intermediaries, and stakeholders.
-Participate in client onboarding and ensure all necessary due diligence and documentation are in place.

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 :
-1-2 years of relevant experience (Banking / Process Executive / Operations Executive).
-Possess a Diploma / Degree in the relevant field.
-Proven knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) practices.
-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.