Senior Trust Officer
Elevate your opportunities
At Butterfield, we provide full-service community banking and specialised international financial services. Operating in multiple jurisdictions, we focus on results, value relationships, and celebrate success. If this sounds like your kind of company, then consider this opportunity to become part of a collaborative team of professionals at a world-leading, independent offshore bank and trust company.
Senior Trust Officer
Reporting to the Vice President, Trust Services, this position is responsible for the effective management of resources dedicated to administration of trusts, companies, and custody accounts.
Your responsibilities will include:
- Developing and maintaining effective client relationships. This includes meeting and communicating with Trust clients, providing expertise as it relates to all aspects of the management of a team of trust specialists and providing expertise on the Bank products/services.
- Developing and maintaining thorough knowledge of individual clients and their requirements.
- Ensuring that Trust provisions, Bank policies/procedures and relevant Legislation are adhered to at all times.
- Interpreting trust deeds and documents and denying or authorizing transactions prepared by administrators and Trust Officers; using expert judgment to verify whether client instructions are in accordance with trust documents.
- Maintaining vigilant knowledge of potential problems, risks, and/or consequences as a result of inefficient administration, i.e. the late settlement of investment transactions, corporate actions, foreign currency exchanges or other risks to clients or the Bank; implementing appropriate actions to minimise risk exposure and advising management of impending problems in a timely manner.
- Acting as a representative of the Trust Company to clients, colleagues, and support staff in understanding, advising, and interpreting terms of trusts.
- Conferring with management on all complex trust matters, i.e. ethics, compliance, etc.
- Taking an active role in effectively solving client concerns.
- Delegating appropriate tasks to assigned staff and providing direction, advice, and expertise as required to ensure consistent quality results.
- Authorising and committing the Trust Company on various transactions.
- Maintaining efficient communications with the managers, staff, and professional advisors of clients as required.
- Participating in management meetings as required.
- Assisting with managing a team and providing them with relevant training and the development of other support.
Your qualifications and skills include:
- University degree or seven years’ experience in a bank or trust department.
- STEP (Society of Trust and Estate Practitioners) designation.
- Thorough knowledge of internal policies and procedures and relevant Legislation.
- Proven ability to understand and interpret most trust deeds.
- Engenders client trust via professional expertise, social contact, empathy and personality.
- Superior communication, interpersonal, team, client service, organization, problem-solving and administrative skills.
- Demonstrated ability to multi-task and effectively collaborate/manage change within a deadline oriented, customer-focused and diverse environment.
- Proficient in MS Suite Office Suite of Products.
All applications should be submitted via e-mail to [email protected]
Let’s start a conversation.
Bermuda
Trust