R&H Trust Co. is seeking a Trust Officer to facilitate communication between the trust and accounting teams, manage client onboarding, and oversee trust structure reviews. Candidates should have a strong accounting or tax background, a degree in a relevant field, and at least four years of experience in trust administration
Job Summary
Act as a liaison between the trust team and accounting team to review annual accounts and advise on trust accounting treatment.
Assist in setting up trust structures and managing the client on-boarding process including collection of identification and regulatory reports.
Receive an excellent benefit package within a stable and friendly working environment with opportunities for transfers.
Matching Summary
Match Score: 85
R&H Trust Co. is seeking a Trust Officer to facilitate communication between the trust and accounting teams, manage client onboarding, and oversee trust structure reviews. Candidates should have a strong accounting or tax background, a degree in a relevant field, and at least four years of experience in trust administration.
Skills & Requirements
Must-have
4+ years Trust Administrator experience
Strong accounting and tax background
Review annual trust financial statements
Client onboarding and KYC processes
Monthly transaction monitoring
Nice-to-have
Willingness to undertake TEP designation
Analytically minded with problem-solving skills
Excellent written and verbal English
Friendly working environment
Key Requirements
Degree or professional qualification in Law, Business, Accounting, Tax
4+ years experience as Trust Administrator/Trust Officer
Willingness to undertake TEP designation through STEP