Remote Trust Officer — South Florida Based

Ascendo Resources, LLC; United States; Remote; USD 16,740 - 42,408; Full time

Benefits offered by this job

Competitive health coverage

Company-sponsored retirement options

Professional growth and training opportunities

Team-oriented and supportive environment

Job summary

A leading firm in wealth management is seeking an experienced Trust Officer to manage trust portfolios, ensuring compliance with international regulations. The ideal candidate will have over 8 years of experience in the trust sector, a strong understanding of finance, and be capable of managing communications effectively with beneficiaries. This full-time role is primarily remote but requires periodic meetings in South Florida.

Qualifications

• 8+ years of experience in the trust and fiduciary sector.
• Strong grasp of finance, accounting, and tax regulations.
• In-depth familiarity with international compliance standards including AML and KYC.

Responsibilities

• Oversee the administration of a trust portfolio, ensuring compliance.
• Serve as the primary liaison for beneficiaries, preparing reports.
• Administer trust distributions and manage communication with beneficiaries.

Skills

Trust portfolio management

Knowledge of international regulations

Autonomy

Understanding of finance and accounting

Education

Bachelor's degree in finance, accounting, or law

Job description

A leading firm in wealth management is seeking an experienced Trust Officer to manage trust portfolios, ensuring compliance with international regulations. The ideal candidate will have over 8 years of experience in the trust sector, a strong understanding of finance, and be capable of managing communications effectively with beneficiaries. This full-time role is primarily remote but requires periodic meetings in South Florida.