Essential Duties and Responsibilities An entry level position as a member of the Trust Services Department promoting the highest level of customer services , including :
Preparation and production of pitch books, meeting packs and proposals to support business development initiatives for the trust department,
Set up and onboarding of new clients; document fulfilment for KYC, onboarding, opening of bank accounts, preparation of closing binders,
Trust administration including preparation of trust documents,
Maintenance of files for clients structures,
Maintain and update client data, coordinate client billing and collection including preparation of invoices,
Ensure compliance with Zedra policy and procedures.
Executive - Trust Services (Aug 20)