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Trust Officer

Salary undisclosed

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Job Purpose

The Trust Officer (TO) is responsible for managing a portfolio of trusts and companies, ensuring efficient administration, compliance, and high-quality client service. The TO supports Relationship Managers (RMs) and works within the Regional Service Team to uphold fiduciary responsibilities and regulatory standards.

Key Responsibilities

  • Administer Directed and Discretionary Trusts in compliance with policies.
  • Act as a primary contact for Settlors, Beneficiaries, and Stakeholders.
  • Ensure regulatory compliance, AML/KYC adherence, and risk management.
  • Maintain accurate records and ensure data integrity in corporate systems.
  • Conduct trust onboarding and periodic reviews.
  • Collaborate with RMs and internal teams to deliver top-tier client service.
  • Present trust-related matters to fiduciary committees and senior management.

Requirements

  • Prior experience in Trust Administration preferred.
  • Strong knowledge of trust law, company law, and governance.
  • Excellent analytical, problem-solving, and risk management skills.
  • Strong verbal and written communication in English.
  • Degree in Law, Business, Accounting, or related field; TEP certification preferred.

Competencies

  • Analytical & Detail-Oriented
  • Strong Communication & Team Collaboration
  • Results-Driven & Organized
  • Adaptable & Able to Handle Pressure
Job Purpose

The Trust Officer (TO) is responsible for managing a portfolio of trusts and companies, ensuring efficient administration, compliance, and high-quality client service. The TO supports Relationship Managers (RMs) and works within the Regional Service Team to uphold fiduciary responsibilities and regulatory standards.

Key Responsibilities

  • Administer Directed and Discretionary Trusts in compliance with policies.
  • Act as a primary contact for Settlors, Beneficiaries, and Stakeholders.
  • Ensure regulatory compliance, AML/KYC adherence, and risk management.
  • Maintain accurate records and ensure data integrity in corporate systems.
  • Conduct trust onboarding and periodic reviews.
  • Collaborate with RMs and internal teams to deliver top-tier client service.
  • Present trust-related matters to fiduciary committees and senior management.

Requirements

  • Prior experience in Trust Administration preferred.
  • Strong knowledge of trust law, company law, and governance.
  • Excellent analytical, problem-solving, and risk management skills.
  • Strong verbal and written communication in English.
  • Degree in Law, Business, Accounting, or related field; TEP certification preferred.

Competencies

  • Analytical & Detail-Oriented
  • Strong Communication & Team Collaboration
  • Results-Driven & Organized
  • Adaptable & Able to Handle Pressure