Found Description
Job Summary
The Trust Officer reports to the Manager, Trust Services, and is responsible for the management of a portfolio of more complex trusts and companies.
Job Accountabilitie
- Maximizing and developing the client relationship potential by reading trust deeds and related documents pertaining to trusts and companies.
- Acting as a representative of the Trust company to beneficiaries, advisors, colleagues and staff.
- Authorizing and committing the Trust company on transactions.
- Maintaining awareness of operational risk and identifying possible problems to managers and staff.
- Taking an active role in contacting clients and resolving their concerns, while referring complex issues of judgment, ethics or compliance to management.
- Proactively organizing and meeting principals and beneficiaries face-to-face, assisting in maintaining on-going good client relationships and exercising judgment...