Trust Officer

Job description

IN0534 Fishers Job Description: The Trust Officer is responsible for performing a variety of duties including: account administration, growing and retaining current customer portfolios, developing new business, conducting customer interviews and presentations, preparing financial profiles, analyzing financial information and identifying potential business areas, recommending investment / trust opportunities, reviewing client accounts regularly, remaining current on tax, regulatory and financial legislation and legal issues relating to trust law, and resolving customer enquiries. Essential Functions: - Comply with Trust policies and procedures - Analyze and Interpret legal documents to determine the best course of action to follow in the management of individual accounts - Assist with sett personal goals and targets - Review customer account transactions daily - Oversee / schedule client distributions / bill payments - Schedule client meets on periodic basis - Review financial / investment markets daily - Prepare / review customer documentation and agreements - Manage personal workload/workflow - Administer Trust relationships appropriately - Conduct regular investment review of por...