Trust Account Servicing Officer

Full-time business-and-financial-operations

Your Role

The Trust Account Servicing Officer is responsible for managing and servicing trust accounts, ensuring client satisfaction, and driving growth within the Trust Department. This role requires a deep understanding of trust and fiduciary services, strong relationship-building skills, and a commitment to compliance and operational excellence.

How You'll Contribute

• Account Management & Servicing
• 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 perso...