Trust Officer

Job Summary

This position reports to the Manager, Trust Services and is responsible for the effective management of resources dedicated to the administration of trusts, companies and associated entities.

Job Accountabilities 

• Maximizing and developing the client relationship potential by reading trust deeds and related documents pertaining to trusts and companies.


• Acting as a representative of the Trust company to beneficiaries, advisors, colleagues and staff.


• Authorizing and committing the Trust company on transactions.


• Maintaining awareness of operational risk and identifying possible problems to managers and staff.


• Taking an active role in contacting clients and resolving their concerns, while referring complex issues of judgment, ethics or compliance to management.


• Proactively organizing and meeting principals and beneficiaries face-to-face, assisting in maintaining on-going good client relationships and exercising judgment when dealing with clients to ensure trusts and Bank policies are adhered to at all times.


• Communicating with management, colleagues, clients and other external parties as required.


• Maintaining an awareness of potential risks and acting when needed to limit risk exposure.


• Ensuring tasks assigned to team members are completed expeditiously in order to meet deadlines.


• Assisting with any other duties as assigned by management.

Know-How/Competency Requirements

• University degree with one to three years’ experience in the trust industry.


• TEP (Society of Trust and Estate Practitioners) designation would be considered an asset, or a commitment to completion of the designation.


• Ability to understand and interpret trust deeds, wills, by-laws and all applicable/relevant legislation/guidelines relating to trusts, companies and proceeds of crime.


• Strong understanding of investments and financial services.


• Good attention to detail with the ability to work independently.


• Maintain a professional image.


• Relevant language skills, for example, Mandarin Chinese.


• Good understanding and awareness of business risks and related controls.


• Ability to multi-task and work effectively under pressures.


• Good knowledge of trust industry best practices, principles, and policies and procedure


• Excellent verbal and written communication skills, and interpersonal skills, as well as team, problem-solving and organizational skills.


• Proficient in Microsoft Office suite of applications, as well as the use of trust administration systems.

Problem Solving Requirements

• Ability to identify potential risks both in file administration and processes.


• Ability to approach issues in a methodical manner and to communicate your findings clearly and professionally.


• Ability to identify options and possible solutions to work toward the next course of action.