Trustee Officer
Core
Day-to-day administration of a diverse portfolio of trust, custody, and escrow arrangements, ensuring client obligations are delivered accurately and on time.
Role type
Trustee Officer (Financial Services Administration)
Builds
Trust, custody, and escrow arrangements for clients
Domain
Financial services, trustee services, custody, superannuation
Deliverable
client delivery
Required skills
Trust administration, client accounting queries, asset transfers, payment processing, proxy voting administration, FATCA/CRS compliance, client onboarding, database maintenance, audit support
Preferred skills
Accounting/finance background, analytical problem-solving, Microsoft Excel/Word
Responsibilities
Coordinating trustee administration activities, managing Trustee inbox and workflows, preparing trust trial balances, processing payments, assisting with audits and regulatory reporting
Seniority
Individual Contributor (Early to Mid-career)