Trust Relationship Associate

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
• Amenable to work onsite at Makati City