Trust Account Servicing Officer

How You'll Contribute

• Oversee the administration and management of existing and new trust clients.
• Ensure compliance with regulatory requirements, trust policies, client agreements, and instructions.
• Enhance relationships with existing trust clients by providing efficient service and adhering to agreed turnaround times (TAT) on deliverables. Client Relationship Enhancement
• Develop and maintain strong relationships with clients.
• Regularly engage with clients to understand their needs and provide personalized solutions.
• Handle day-to-day client interactions regarding investment maturities and desired dispositions. Compliance and Risk Management.
• Ensure all activities comply with internal and external regulations.
• Monitor and address issues related to internal and external audits.
• Ensure proper documentation and timely follow-ups on client onboarding and transactional documents. Revenue Generation ...