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Team Member - Trust Administration-Estate Planning-Estate Planning


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 charged are as per the agreed terms for all the Trust clients by the service providers Ensuring confirmations of taxes paid by clients for revocable trusts on annual basis
Risk & Technology Review of risk register on periodic basis and getting the required actions implemented Preparing and implementing the RCSA (Risk Control Self-Assessment) checklist for the Trust Administration Team Updating the ICAAP document/Risk documents for Estate Planning Business Ensure periodic review of client database from risk perspective Implement technology solutions in co-ordination with BSG teams to automate the work and bring in efficiency
Audit Co-ordinating with auditors for their requirements - internal, GST, IFC etc. Co-ordinate with the internal team & internal audit team to ensure closure of audit issues for allocated areas Job Requirements
CA/MBA with 10 yrs experience. Others can apply subject to higher experience
Background in risk and exposure to tech solutioning will be an added advantage
Solution oriented with strong communication skills
Temperament to work in teams
Ability to interact and co-ordinate with multiple stakeholders including other businesses, teams and individuals within the organization across levels
Preferably have experience and knowledge of taxation, GST, TDS
Eligibility
. Spent minimum 1 year in the same division function role location
. Applications can be made for roles in same level or one level above
. IJP policy to be followed
Application
KMBL Employees: to apply. Step 1: Remove the default location. Step 2: Enter the Job Code and Search
For other Kotak Group Companies: If you wish to apply for this position, please send in your application to (HIDDEN TEXT)/ (HIDDEN TEXT)
Posted
06/23/2022
Location
delhi, DL, IN