Trust Officer
3 weeks ago
This role involves administering trust accounts for clients, ensuring compliance with the trust instrument, relevant regulations and legal standards.
Responsibilities
- Deal directly with clients or their financial intermediaries, such as attorneys or accountants.
- Handle client inquiries and requests, provide a high level of service to clients.
- Conduct regular account reviews and ensure compliance with relevant laws and regulations.
- Prepare and maintain accurate trust documentation and records.
- Collaborate with legal, financial, and tax professionals to optimize trust management.
Requirements
- Degree in law, finance, business administration, or accounting.
- 3-5 years previous work experience in trust administration.
- Thorough understanding of trusts, estate planning, and fiduciary duties.
- Excellent organizational skills and attention to detail.
- Strong communication skills, both written and verbal.
This is an excellent opportunity for a proactive trust officer with strong problem-solving skills, excellent communication, and meticulous attention to detail to contribute to the growth and success of CISA Trust.
Please submit your resume and a cover letter outlining your relevant experience.
About CISA Trust
CISA Trust is a reputable trust company that values professionalism, integrity, and customer service.
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