About You & the Role
The Trust Relationship Associate provides overall assistance to the Trust Relationship Officers (TROs) of Trust Sales and Marketing Division in terms of account servicing, documentation and day-to-day administration of trust accounts. Supports the TROs in the end-to-end life cycle of trust accounts including periodic accounts review process.
What You Will Be Doing
- Assist Trust Relationship Officers in servicing and administration of trust accounts
- Process transactions (account opening, maintenance, contributions, withdrawals) accurately
- Handle client inquiries and provide timely support
- Prepare and maintain account documentation in compliance with KYC/AMLA requirements
- Coordinate with branches on document submission and account updates
- Generate reports and provide administrative support to the team
- Support marketing-related activities (e.g., email communications)
- Ensure compliance with internal policies and regulatory standards
What Success Looks Like
- Accurate, error-free transaction processing
- Timely and responsive client support
- Complete and compliant documentation
- Smooth coordination with branches and teams
- Consistent delivery of reports and admin tasks
- Strong attention to detail and organization
- Adherence to regulatory and internal standards
Qualifications We Value
- College graduate
- Fresh graduates are encouraged to apply.
- General knowledge of economics, finance and management
- With pleasing personality, people-oriented, patient and amiable
- Effective oral and written communication skills
- Knowledgeable in Microsoft Office (Word, Excel and PowerPoint)
- Interpersonal Effectiveness
- Attention to Detail
- Quality Orientation
