Associate, Estate Management

About the Role

We are seeking a motivated and detail-oriented Associate to support our estate planning, trust administration, and fiduciary services practice.

This is a structured development role designed to groom candidates into well-rounded practitioners in trust and estate services. The successful candidate will undergo cross-functional training across at least two departments, gaining hands-on exposure to both trust and estate planning as well as administration.

You will work closely with clients and professional advisors to deliver end-to-end estate and succession planning solutions, with exposure to wills, trusts, and wealth succession advisory.

Key Responsibilities

• Assist in drafting, reviewing and administering wills, trusts and related estate planning documents
• Support estate and trust administration, including asset collection, transfers and beneficiary distributions
• Liaise with clients, beneficiaries and external professionals (lawyers, tax advisors, financial planners, etc.)
• Manage client enquiries and maintain strong stakeholder relationships
• Maintain accurate client records, conduct due diligence, and ensure proper documentation
• Monitor case progress and ensure timely completion of administrative and regulatory requirements
• Ensure compliance with applicable laws, regulations and internal policies
• Manage a portfolio of estate planning and trust administration cases

Requirements

Education & Experience

Diploma or Degree in a relevant discipline
Prior experience in egal, banking, wealth management, insurance or client servicing preferred
Fresh graduates with strong interest in estate planning and trust services are welcome

Competencies

Strong communication and interpersonal skills
Detail-oriented with high level of accuracy
Good analytical, organizational and problem-solving abilities
Ability to handle confidential information with discretion
Professional, client-centric and service-oriented mindset
Proficient in Microsoft Office

What We Offer

Structured cross-functional training in trust and estate planning and administration
Exposure to client advisory and fiduciary services
Opportunity to work with legal, tax and wealth professionals
Clear professional development and career progression pathway

Work Arrangement

• Location: Tanjong Pagar, Singapore
• Schedule: 5-Day Work Week