Trust Specialist

Job Summary

A company is looking for a Trust Specialist for a 6+ month contract role.

Key Responsibilities

• Manages the set-up, implementation, and administration of trusts and estates
• Monitors transactions, cash flows, and account activity
• Counsels clients and beneficiaries on financial matters related to beneficiary settlement and inheriting assets

Required Qualifications

• Experience in trust account onboarding and servicing
• Knowledge of compliance with laws and regulations related to trusts
• Ability to create and distribute financial reports
• Experience in providing customer service in a financial context
• Familiarity with banking market conditions and trust products