Trust Officer
Ascendo Resources
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
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$77.39k - $127.14k
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Westport One
New York, NY3 days ago $122.55k - $208.71k
WHAT IS THE OPPORTUNITY? Administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts... ...within CNB's risk appetite and can be managed without issue TRUST OFFICER WHAT IS THE OPPORTUNITY? Administer estate and personal trust...Work at officeLocal areaRemote work$84.3k - $123.3k
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Einhorn Collaborative
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vivenu GmbH
New York, NY2 days ago $290k - $310k
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