The Trust Support Assistant shall basically handle all documentation requirements for clients and investment transactions of Trust and Investment Group.

• Prepares and dispatch of all pro forma trust indentures, documents and certificates of clients.
• Prepares and dispatch of all investment documentary requirements such as : Commitment Letters, Application-to-Purchase, PDTC Signature Card and Account Opening Forms, Valid IDS of Trust Signatories, Third Party Indemnity Agreement
• Processing of all securities settlements (buy & sell)
• Monitors complete submission of clients’ account opening documents per AMLA/ KYC requirements.
• Maintain clients’ folders

QUALIFICATION (EDUCATION, EXPERIENCE, COMPETENCY)

• College graduate, preferably business-related course from a reputable university/ college
• Organized and systematic, with specific attention to details
• Trustworthy
• Computer literate: MS Word, Excel
• Good oral and written communication skills
• Typing and filing skills
• At least one year experience in handling investment related settlements and handling branch and cashiering functions
• Has basic understanding of investments and can handle financial computations related thereto.
• Has taken AMLA and signature verification seminars