Trust Officer

Main ResponsibilitiesStrong understanding of trust regulatory requirements and adherence with Ocorian's policies and procedures Ability to comprehend trust deeds  Administers a portfolio of trusts with billable time averaging 5.5 hours per day The ability to conduct Trust Reviews, investment reviews, and ongoing-transaction monitoring Ability to review and understand trust financial statements Reviews all appropriate bank statements and arranges for monies to be placed upon deposit as necessary. Ensure billing and collection of receivables Ensures accuracy and detail of trust records, the trust file and computer database. Attends to all incoming correspondence within 3 working days. Attends to client needs and prepares and holds meetings, as required. Liaises with all interacting intermediaries including corporate administrators, bankers, protectors, investment managers/advisors, settlors and beneficiaries. Displays a mature approach to complex trust administration and high volume client workload. Takes an active role in personal development and company development Conducts regular client reviews with a focus on identifying additional service needs, deepening wallet share, and supporting client retention and growth strategies. Supports the Business Development team by identifying cross-selling opportunities within the existing client portfolio and assisting in onboarding new clients. Works collaboratively with other Trust Associates to help them identify business development opportunities within their own client books. Participates in sales and client pitch meetings as needed, providing technical trust expertise and enhancing the overall value proposition. Collaborates with Relationship Managers and internal stakeholders to align client delivery with commercial growth objectives. #LI-SM1 #LI-Hybrid