Trust Relationship Associate
CBC Group · Makati Head Office, Bel-air, City Of Makati, Metro Manila, National Capital Region ( Ncr ), Philippines
About The Role
About You & the Role 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
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