Knowledgeable in Trust regulations, internal policies and procedures, and best practices.
Understands account management processes (onboarding, maintenance, disbursement and distribution, closure), investment and portfolio management
Communicates clearly and professionally with clients and colleagues (written and oral)
Ability to work effectively with cross-functional teams
Skilled in handling client inquiries and instructions and ensures high accuracy in handling transactions while maintaining strict adherence to internal controls and regulatory standards.
Ability to make logical, timely and compliant solutions/decisions under pressure and balance client needs with operational risk and compliance considerations.
Ability to handle volume transactions, multi-task and organize tasks by priority.
Technologically proficient. Comfortable with navigating...