Our client is seeking a Trust Administrator / Senior Trust Administrator to oversee the efficient administration of trust and estate structures, ensuring compliance with regulatory requirements and delivering exceptional client service.
Key Responsibilities - Manage the day-to-day administration of trust accounts, including opening bank and brokerage accounts, processing distributions to beneficiaries, executing fund transfers, and overseeing investment management.
- Conduct periodic reviews of assigned trust accounts to ensure adherence to trust deeds, company policies, and legal and tax regulations.
- Administer trusts and foundations, including underlying structures and investment portfolios.
- Collaborate with legal advisors, investment managers, and financial institutions in managing trust assets.
Record-keeping & Documentation - Maintain accurate and well-organized trust records, ensuring all trust...