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
- Competitive health coverage
- Company-sponsored retirement options
- Professional growth and training opportunities
- Team-oriented and supportive environment
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Administrative
Industries
- Investment Management and Trusts and Estates
Get notified about new Trust Officer jobs in Miami-Fort Lauderdale Area .
Fort Lauderdale, FL $1,500.00-$3,800.00 1 month ago
#J-18808-Ljbffr