Trust Control Administrator

Your responsibilities will include:

• Undertake appropriate screening reviews as directed by the Trust Control Team
• Review Introducer Certificates before submitting to the appropriate department
• Review Distribution Checklists from the client services teams for completeness and accuracy
• Review system-generated reports for material changes
• Review external applications for managed plans for completeness
• Review outstanding points raised by the Trust Control Team to ensure completion
• Assist with the collation of documentation to close accounts in line with policy
• Perform and close reviews when a non-material trigger takes place

Your qualifications and skills include:

• Bachelor’s degree and three years’ experience in banking, investments, trust or a comparable business environment
• General understanding of Trust and Banking principles and procedures would be an asset
• Excellent interpersonal and communication skills, both oral and written
• Excellent organisational skills and ability to work on own initiative
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Access)
• Commitment to pursue STEP (Society of Trust and Estate Practitioners) designation
   

Problem Solving Requirements:

• Strong analytical skills needed to collect and analyse data
• Ability to identify potential risks both in file administration and processes
• Ability to approach issues in a methodical manner and be able to communicate findings clearly and professionally
• Ability to identify options and possible solutions to work toward the next course of action
• Ability to apply general concepts to both simple and complex situations
• Ability to resolve in-depth queries in a methodical manner independently to find appropriate resolutions and efficiencies