Trust Executive Manager

1 month ago

Solapur, Maharashtra, India Seth Govindji Raoji Ayurved Manavidyalaya Full time
Job Title: Trust Executive

Job Summary:

As a Trust Executive at Seth Govindji Raoji Ayurved Manavidyalaya, you will play a key role in managing and administering trust accounts. Your primary responsibility will be to oversee the day-to-day administration of trust accounts, ensuring accurate record-keeping and compliance with regulatory requirements.

Key Responsibilities:

  • Trust Account Management:

    • Client Interaction: You will serve as the primary point of contact for trust clients, understanding their needs and providing tailored trust solutions.
    • Account Administration: You will oversee the day-to-day administration of trust accounts, ensuring accurate record-keeping and compliance with regulatory requirements.
    • Beneficiary Management: You will manage the distribution of trust assets to beneficiaries, ensuring that distributions are made in accordance with the terms of the trust.

  • Compliance and Regulation:

    • Regulatory Compliance: You will ensure that all trust accounts are managed in compliance with relevant regulations and legal requirements. You will stay informed about changes in laws and regulations affecting trust management.
    • Risk Management: You will identify and mitigate risks associated with trust administration. You will ensure that trust accounts are managed in a safe and secure manner.

  • Financial Management:

    • Investment Oversight: You will work with investment managers to ensure that trust assets are invested in a manner consistent with the goals and objectives of the trust.
    • Financial Reporting: You will prepare regular financial reports for trust clients, providing clear and accurate information about the performance of trust accounts.

  • Customer Service:

    • Client Support: You will provide high-quality customer service to trust clients. You will address client inquiries and concerns promptly and professionally.
    • Relationship Management: You will build and maintain strong relationships with trust clients, ensuring that their needs are met and that they are satisfied with the services provided.

  • Business Development:

    • Client Acquisition: You will identify and pursue opportunities to acquire new trust clients. You will develop and implement strategies to attract new business.
    • Marketing and Promotion: You will promote trust services to potential clients, highlighting the benefits and value of establishing a trust.

  • Team Collaboration:

    • Collaboration: You will work closely with other members of the trust team, including legal, compliance, and investment professionals, to ensure that trust services are delivered effectively and efficiently.
    • Training and Development: You will provide training and support to junior trust officers, helping them to develop their skills and knowledge.



Requirements:

• Bachelor's degree in Finance, Law, Business Administration, or a related field.
• Freshers and Experienced both can apply. For Experienced Candidates, Minimum 5 years of experience in trust management or a related field.
• Strong knowledge of trust laws and regulations.
• Excellent communication and interpersonal skills.
• Ability to manage multiple trust accounts and prioritize tasks effectively.
• Proficiency in trust management software and financial reporting tool.

Personal Attributes:

• Detail-oriented and highly organized.
• Strong analytical and problem-solving skills.
• Ability to build and maintain strong client relationships.
• Ethical and trustworthy, with a high level of integrity.

Language: en

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