Elevate your career as a Trust Officer in a hybrid role at an investment firm. Utilize your expertise in financial planning and trust administration to serve clients effectively.
This position requires a seasoned qualified with at least five years of experience, tasked with managing various trust funds and developing financial plans. You will play a critical role in monitoring investments, ensuring compliance with regulations, and negotiating terms for new securities issues.
Key Responsibilities: • Administer charitable and corporate trust funds • Identify and align with clients' financial goals • Analyze financial records and develop plans • Monitor client investments and compliance • Negotiate with corporations on securities
Requirements: • Minimum 5 years of relevant experience • Proficiency in MS Office and financial planning • Strong communication skills, both oral and written • Detail-oriented with excellent judgment • Criminal record check required
As a Trust Officer, your financial expertise will directly contribute to client success.