Job Description
Job Summary
- Responsible for overseeing the day-to-day operational activities within the Trustee business.
- Ensure efficient and effective management of processes, compliance with regulatory requirements, and support for client services.
- Work closely with various departments to optimize operational workflows and enhance service delivery for ARM Trustees
Job Details
KEY RESPONSIBILITIES
- Operational Management: Oversee daily operations, ensuring smooth and efficient workflow across all departments.
- Compliance: Ensure all activities comply with regulatory requirements and internal policies.
- Process Improvement: Identify and implement process improvements to enhance operational efficiency.
- Trust advisor support: Support trust advisors by ensuring timely and accurate processing of transactions and inquiries.
- Record keeping and Accounting: Ensure proper records and accounting of transactions executed on behalf of each trust client working closely with the RMs and the Accountant.
- Portfolio Valuation and Reporting: Ensure daily valuation of Trust portfolios; prepare and present operational reports to management.
- Risk Management: Identify and mitigate operational risks.
- Team Collaboration: Work closely with the relationship managers and other departments to ensure cohesive and integrated operations.
- Any duties or responsibility that may be assigned by the Group Head, Operations and Management.
Requirements
COMPETENCIES, SKILLS & ABILITIES
- Strong analytical and problem-solving skills.
- Excellent attention to detail and accuracy.
- Strong communication and interpersonal skills.
- Ability to work effectively in a team-oriented environment.
- High ethical standards and integrity.
- A Proficiency in Microsoft Office applications (Excel, Word PowerPoint & other spreadsheet applications)
- Ability to work under pressure and meet tight deadlines.
QUALIFICATION & EXPERIENCE
- B.Sc. in Accounting, Finance, or related field.
- Possession of a relevant professional qualification will be added advantage
- Experience: Minimum of 3-5 years work experience in Trustee business