Trust Officer

Ascendo Resources

United States

Remote

USD 16,740 - 42,408

Full time

14 days+

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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

Ascendo is excited to present an amazing opportunity in the wealth management industry. We are looking for an experienced Trust Officer to join a fantastic team. The ideal candidate will have a strong background in managing trust portfolios and a deep understanding of international regulations, particularly concerning FATCA and CRS regimes. This role is a primarily remote position, though it requires the individual to be based in South Florida for periodic in-person meetings.

Responsibilities

Oversee the routine administration of a trust portfolio, ensuring full compliance with all laws and regulations.
Serve as the primary liaison for beneficiaries, providing professional support and preparing necessary reports and communications.
Coordinate the preparation of financial statements and regulatory reports for trusts and their associated entities.
Administer trust distributions, managing both communication with beneficiaries and the processing of payments.
Collaborate with external legal counsel and various service providers as required.

Qualifications

8+ years of experience within the trust and fiduciary sector.
A strong grasp of finance, accounting, and tax regulations.
Proven ability to work autonomously and manage a fast-paced workload.
Experience with corporate structures and governance.
A bachelor’s degree in a relevant field such as finance, accounting, or law.
In-depth familiarity with international compliance standards including AML and KYC.

Benefits