Job Description
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...