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2.0 - 6.0 years
0 Lacs
maharashtra
On-site
You are a talented Analyst joining the Trusts & Estates team in Mumbai, contributing to delivering exceptional services to clients. Your role involves assisting in fiduciary administration tasks, supporting the US team, and ensuring efficient operations and client satisfaction. - Execute instructions for opening and maintaining bank accounts. - Prepare subscription and redemption requests for investments. - Update and maintain financial transaction databases. - Dispatch introductory packages to trust parties. - Draft letters for credit requests and terminations. - Report stakeholder status updates for activities. - Coordinate with US team for fiduciary tasks. - Analyze data for financial rep...
Posted 1 day ago
2.0 - 5.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Role Fiduciary responsibility Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis Yearly risk search on all the Trust clients, settlors and beneficiaries Ensure processes are prepared, updated and implemented Vigilance on immovable properties of the Trusts Updating master sheets and ready reckoner information for the trusts on as required basis Ensuring client complaints are resolved on timely basis Checking of fiduciary compliances e.g. Checking distributions are made on timely basis to beneficiaries Review of respective trust investments with investment advisors Ensuring fees charge...
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Role Fiduciary responsibility Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis Yearly risk search on all the Trust clients, settlors and beneficiaries Ensure processes are prepared, updated and implemented Vigilance on immovable properties of the Trusts Updating master sheets and ready reckoner information for the trusts on as required basis Ensuring client complaints are resolved on timely basis Checking of fiduciary compliances e.g. Checking distributions are made on timely basis to beneficiaries Review of respective trust investments with investment advisors Ensuring fees charge...
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Role Fiduciary responsibility Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis Yearly risk search on all the Trust clients, settlors and beneficiaries Ensure processes are prepared, updated and implemented Vigilance on immovable properties of the Trusts Updating master sheets and ready reckoner information for the trusts on as required basis Ensuring client complaints are resolved on timely basis Checking of fiduciary compliances e.g. Checking distributions are made on timely basis to beneficiaries Review of respective trust investments with investment advisors Ensuring fees charge...
Posted 2 weeks ago
2.0 - 5.0 years
4 - 7 Lacs
Mumbai
Work from Office
Job Role Fiduciary responsibility Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis Yearly risk search on all the Trust clients, settlors and beneficiaries Ensure processes are prepared, updated and implemented Vigilance on immovable properties of the Trusts Updating master sheets and ready reckoner information for the trusts on as required basis Ensuring client complaints are resolved on timely basis Checking of fiduciary compliances e.g. Checking distributions are made on timely basis to beneficiaries Review of respective trust investments with investment advisors Ensuring fees charge...
Posted 3 months ago
2.0 - 5.0 years
4 - 7 Lacs
mumbai
Work from Office
Job Role Fiduciary responsibility Sending annual mailers to clients on insider information rule and ensuring that no transaction is violating the insider information rule on post facto basis Yearly risk search on all the Trust clients, settlors and beneficiaries Ensure processes are prepared, updated and implemented Vigilance on immovable properties of the Trusts Updating master sheets and ready reckoner information for the trusts on as required basis Ensuring client complaints are resolved on timely basis Checking of fiduciary compliances e.g. Checking distributions are made on timely basis to beneficiaries Review of respective trust investments with investment advisors Ensuring fees charge...
Posted Date not available
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