Job Summary
- Responsible for assisting the portfolio managers in managing, and administering trust, fiduciary and investment management accounts in accordance with the guidelines set by the client, internal policies, and regulatory restrictions.
How will you contribute
- Primarily in charge of monitoring transactional documents and ensuring that all documentation for transactions handled by portfolio managers are complete on transaction day and are turned over to the custodian for proper records keeping.
- Responsible for the efficient documentation of account opening and transactional documents of Trust Accounts. Primarily in charge of securing documents for proper account-opening and servicing of transactions.
What will make you successful
- Bachelor's degree in Economics, Finance, or Industrial Management Engineering. Completion of the Trust Certification course necessary; training on KYC/AMLA requirements.
- Working knowledge of various investment markets and products (i.e. money market, equities, bonds, deposits, foreign exchange, derivatives)
- At least two years in trust account management
- Good interpersonal and analytical skills; Attentive to details; Proficient in basic MS Office applications; Good oral and written communication skills.; Possesses marketing and sales skills; Aggressive and assertive
