Job Description

Assistant Trust Officer

Employment Type: Permanent

Department: Private Client

Division: Private Client Services

Workplace Structure: On-Site

Role Overview: The Assistant Trust Officer will support the administration and management of trust accounts, ensuring compliance with regulatory requirements and company policies. This role involves assisting in trust operations, client relationship management, and facilitating trust transactions efficiently.

Main Responsibilities and Duties:

• Assist in the administration of trust accounts, including record-keeping, asset management, and account reviews.
• Support the Trust Officer in ensuring compliance with legal, regulatory, and fiduciary standards.
• Liaise with clients, beneficiaries, legal representatives, and other stakeholders to address inquiries and facilitate trust operations.
• Prepare trust-related documentation, reports, and correspondence as required.
• Monitor and review trust activities to ensure proper management and adherence to policies.
• Coordinate with internal departments such as legal, compliance, and finance to maintain trust integrity.
• Assist in trust account audits and periodic reporting.

Essential Requirements:

• Bachelor's degree in finance, law, business administration, or a related field. (desired but not required).
• 0-3 years of experience in trust administration, fiduciary services, or related financial services.
• Knowledge of trust structures, estate planning, and relevant legal regulations.
• Strong analytical skills and attention to detail.
• Excellent communication and client service skills.
• Proficiency in trust management software and MS Office Suite.
• Ability to work independently and collaboratively in a team environment.

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