Executive/Senior Executive Trust - Labuan
- Recruiter
- TMF Regional Delivery Centre Sdn Bhd
- Location
- Labuan, MY
- Salary
- Competitive salary
- Posted
- 12 May 2022
- Closes
- 10 Jun 2022
- Ref
- 4945212
- Job role
- Accountant
- Sector
- Accounting - Public practice
Key responsibilities:
Key Requirements:
- Provide trust / general administration support to clients' portfolios, for instance, distribution, risk management, wealth preservation initiatives devised by regularly reviewing and reporting portfolio performance
- Preparation of Regulatory Reporting before the regulatory due date (CRS, Foundation Bi-annually reporting, reporting required by Central Bank of Malaysia, internal data compilation that's requested by Compliance or Senior Management from time to time needed etc)
- Client liaison person
- Ensure billing raise in a timely manner
- Monitor client investments portfolios movement
- Maintain the accuracy of details for each client data in the system
- Assist in the monitoring of tasks that are attached to the regulatory due date
- Be the first layer of reviewer reviewing the paperwork that's prepared by the Junior / senior associates
- Participating in the client meeting
Key Requirements:
- ICSA certificate and a member of MAICSA.
- Minimum 3-5 years of relevant experience in professional firms providing corporate secretarial services.
- Prior experience in client servicing environment.
- Must be familiar with corporate governance, willing to acquire knowledge on legislations and regulations of other jurisdictions.
- Strong integrity and ability to maintain confidentiality
- Possesses a strong sense of responsibility, positive disposition, strong initiative and able to work under tight deadlines.
- Good communication skills.