Trustee Officer – Dublin
My client is a leading financial services organization based in Dublin City Centre. They specialize in providing a wide range of financial solutions to their clients, ensuring their investments are managed with the highest level of expertise and integrity.
Job Description: We are seeking a dedicated and experienced Trustee Officer to join our client’s team in Dublin City Centre. As a Trustee Officer, you will play a crucial role in safeguarding our clients’ assets and ensuring compliance with regulatory requirements. The successful candidate will be responsible for managing and overseeing various trust accounts, providing expert guidance on legal and compliance matters, and maintaining strong relationships with clients and stakeholders.
Key Responsibilities:
- Act as a primary point of contact for clients, addressing their queries and concerns related to trust accounts and investments.
- Ensure compliance with relevant regulations and internal policies, keeping abreast of changes in legislation affecting trusts and fiduciary services.
- Review trust documents, legal agreements, and investment mandates to ensure accuracy and compliance with applicable laws and guidelines.
- Monitor trust transactions, asset transfers, and investment activities to mitigate risks and safeguard client assets.
- Collaborate with legal and compliance teams to provide expert advice on trust-related matters.
- Prepare reports and documentation for clients, regulators, and internal stakeholders.
- Maintain accurate records and documentation related to trust accounts and transactions.
Qualifications and Experience:
- Bachelor’s degree in finance, law, or a related field.
- Minimum of 1 year of experience in a similar role within the financial services industry.
- Strong understanding of trust and fiduciary services, with expertise in relevant regulations and compliance standards.
- Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
- Attention to detail and the ability to work in a fast-paced environment.
- Professional certifications related to trust and fiduciary services are a plus.
If you are interested in making this position yours, please contact Noel Rooney click apply below
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