13 Apr 2021

Trust Officer

Ref 33515

A financial services business is seeking a Trust Officer, to provide high quality service to a complex multi-billion dollar book of fiduciary clients within the Institutional Fiduciary Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

Key Responsibilities and duties;

  • Manage a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.
  • Balancing client expectations with appropriate fiduciary risk management and diligence.
  • Prepare minutes and resolutions as required. Execute all necessary authorised documentation and payments.
  • Prepare proposals for discretionary committees to review and decide upon.
  • Review of financial statements.
  • Depending upon the specific client, you may be a point of contact for them in relation to the fiduciary entities on their portfolio. Plan and attend client and advisors meetings.
  • A signatory of the corporate director, secretarial and trustee companies.

Applicants must have excellent written and verbal communication skills, good numeracy and computer skills and a positive 'can-do’ attitude and be already qualified, working towards or keen to start, a professional ICSA or STEP qualification or hold equivalent experience.

The role is primarily fiduciary focused and experience in Trust is essential, the role also requires a keen interest in global financial markets and investment assets including private equity, hedge funds and real estate.

 

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