About the role
The Private Trust Officer supports the administration of trust structures and related fiduciary arrangements, handling day-to-day operations, documentation, and compliance.
BankingOnsite
Key Responsibilities
- Provide support to Business Unit in relation to Private Trust Business
- Provide administrative and operational support to Trust Managers in the day-to-day management of trust structures
- Assist in trust onboarding, including preparation and review of account opening documentation and due diligence requirements
- Prepare trustee resolutions, exco minutes, distribution documentation and other trust-related materials for review by Trust Managers
- Support execution of trust transactions, payments, asset transfers and investment related documentation
- Maintain accurate trust records, statutory registers and document repositories in accordance with internal policies
Requirements
- Degree/Diploma holder in Business/Finance/Accountancy or related discipline
- 3 years of experience in trust administration, private banking operations or wealth management support preferred
- Basic understanding of trust structures and fiduciary concepts
- Ability to work in a fast-paced environment, managing multiple priorities and tight turnaround timelines
- Resilience and ability to handle pressure
- Strong administrative and documentation skills