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 professional 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
- Solid 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.