Trust Account Servicing Officer

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...