Senior Trust Officer - BankWest Location Negotiable

About the role

Responsible for managing trust accounts, providing financial advice, and ensuring compliance with regulatory standards.

Responsibilities

• Manage trust accounts and ensure timely processing of client transactions.
• Provide comprehensive financial advice to clients, including investment strategies and estate planning.
• Ensure all trust activities comply with legal and regulatory requirements.
• Regularly review and update client portfolios based on market conditions and client needs.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field.
• Minimum 5 years of experience in trust administration or financial services.
• Knowledge of trust laws and regulations.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office Suite.

Qualifications

• Strong analytical and problem-solving skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Passion for helping clients achieve their financial goals.

Skills

• Trust Administration
• Financial Planning
• Regulatory Compliance
• Client Relationship Management

Benefits

• Competitive salary package.
• Flexible working hours.
• Professional development opportunities.
• Health insurance coverage.
• Employee discounts.

Pay

Negotiable based on experience and qualifications.

Schedule

Full-time position with flexible working hours.

Contact Information

To apply, please fill out the form below or contact us at [Contact Information].

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