Trust Officer

Description

Provide administrative and operational support to Legal Professionals by performing clerical work associated with the functions of courts, legal practices and the administration of trusts and estates.

Tasks include

• Receives and reviews legal documents related to trusts, estates and settlements
• Identifies and verifies beneficiaries and their entitlements
• Communicates with beneficiaries to provide information and answer queries
• Manages and maintains trust accounts, including processing payments and distributions
• Prepares and files legal documents, such as trust agreements and estate inventories
• Conducts research and analysis to support decision-making related to trust administration
• Prepares financial reports and statements for beneficiaries and regulatory authorities
• Ensures compliance with legal and regulatory requirements
• Collaborates with legal and financial professionals
• Resolves disputes among beneficiaries or involved parties