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Jobs or company...

Trust Officer/Manager (Bank|MAX to $6650)

$ 5,000 - $ 6,600 / month
Checking job availability...
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The Job

A Trust Officer ("TO") is responsible for the efficient and profitable administration of a number of trusts and companies.

A TO is a key member of the Regional Service Team which is headed by a Team Leader with an integrated team comprising of a Processing, Bookkeeping and Assistant Trust Officer team members. A TO is expected to meet the goals of the team and contribute towards delivering a top service quality level to clients. In addition, a TO is expected to provide administrative, technical, product and client related support to Relationship Managers ("RMs") of the Private Bank.

RESPONSIBILITIES:
• General Trust Administration for Directed and Discretionary Trusts.
• Responding to requests from Settlor, Beneficiaries, Internal and External Stakeholders.
• Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the corporation’s
• Identification and management of regulatory, risk and AML responsibilities.
• Maintaining fiduciary documentary files according to guidelines and procedures so as to ensure that legal, fiduciary and record keeping responsibilities are performed and that there is evidence thereof.
• Ensuring that the corporation’s data base system contains accurate and up to date information.
• Preparation and presentation of onboarding and periodic reviews of trusts and companies to ensure that they are being administered in accordance with company policies, jurisdictional and legal requirements.
• Maintaining the security of clients and corporation information by ensuring that all original and sensitive documents are appropriately filed or vaulted in accordance with corporation policies and procedures.

Experience

  • Degree Holder
  • Experience in Trust Administration ,
  • Above average ability to communicate verbal and written Skills in a concise and coherent manner with attorneys, clients and RMs etc.
  • General Knowledge of Trust Law , Company Law …

Send your Cv to

The Job

A Trust Officer ("TO") is responsible for the efficient and profitable administration of a number of trusts and companies.

A TO is a key member of the Regional Service Team which is headed by a Team Leader with an integrated team comprising of a Processing, Bookkeeping and Assistant Trust Officer team members. A TO is expected to meet the goals of the team and contribute towards delivering a top service quality level to clients. In addition, a TO is expected to provide administrative, technical, product and client related support to Relationship Managers ("RMs") of the Private Bank.

RESPONSIBILITIES:
• General Trust Administration for Directed and Discretionary Trusts.
• Responding to requests from Settlor, Beneficiaries, Internal and External Stakeholders.
• Identifying and highlighting issues or problems that could pose a risk to the corporation of financial loss or damage to the corporation’s
• Identification and management of regulatory, risk and AML responsibilities.
• Maintaining fiduciary documentary files according to guidelines and procedures so as to ensure that legal, fiduciary and record keeping responsibilities are performed and that there is evidence thereof.
• Ensuring that the corporation’s data base system contains accurate and up to date information.
• Preparation and presentation of onboarding and periodic reviews of trusts and companies to ensure that they are being administered in accordance with company policies, jurisdictional and legal requirements.
• Maintaining the security of clients and corporation information by ensuring that all original and sensitive documents are appropriately filed or vaulted in accordance with corporation policies and procedures.

Experience

  • Degree Holder
  • Experience in Trust Administration ,
  • Above average ability to communicate verbal and written Skills in a concise and coherent manner with attorneys, clients and RMs etc.
  • General Knowledge of Trust Law , Company Law …

Send your Cv to