Description
Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients' accounts regularly.
EssentialOptional
Theoretical Knowledge
Practical Skills
communicate with beneficiariesmonitor title proceduresreview investment portfoliosobtain financial informationexamine trustsmaintain trustsidentify clients' needsprovide support in financial calculationanalyse financial riskprepare tax returns formsprepare financial statementsapply technical communication skillsprotect client interestsregister deedspromote financial productsdevelop investment portfolioconduct financial auditscollect property financial informationadvise on financial mattershandle financial disputesresearch taxation proceduresmaintain relationship with customershandle financial transactions