Trust Administration Officer (Trust & Wealth Advisor)

About the role

Responsible for managing trust accounts and providing wealth advisory services to clients.

Responsibilities

• Manage trust accounts and ensure compliance with regulatory requirements.
• Provide financial planning and investment advice to high-net-worth individuals.
• Communicate with clients to understand their financial needs and goals.
• Prepare and present financial reports to clients and supervisory personnel.

Requirements

• Bachelor’s degree in Finance, Economics, or related field.
• Minimum 3 years of experience in wealth management or trust administration.
• Knowledge of financial products and services.
• Excellent interpersonal and communication skills.

Qualifications

• Strong analytical and problem-solving skills.
• Ability to work independently and manage multiple tasks simultaneously.
• Proficiency in Microsoft Office Suite.

Skills

• Financial analysis.
• Client relationship management.
• Investment strategy development.

Benefits

• Competitive salary package.
• Flexible working hours.
• Professional development opportunities.

Pay

• $80,000 - $100,000 annually.

Schedule

• Full-time position.