
Trust Administrator
7 days ago
Sample responsibilities for this position include:
Special projects that may arise from time to time
Responsible for gathering and reviewing initial data, documents, and other information provided by the organization
Respond to client inquiries in a timely and accurate manner
Obtain clearance from necessary parties - tax, real estate, O&G
Prepare correspondence to beneficiaries and interested parties
Daily electronic archival of client communications and documents
Orders and distributes all Officer/SAA approved disbursements of funds according to account documents, court orders or client requests in accordance with accepted bank accounting standards
Ensures account is in compliance with legal and regulatory requirement relating to governing documents
Consults with internal partners (including Portfolio Managers, Wealth Management Advisors, Trust Operations, ) about client issues and potential opportunities.
**Job Types**: Full-time, Fresher
**Salary**: ₹15,000.00 - ₹30,000.00 per month
Schedule:
- Day shift
Ability to commute/relocate:
- Noida, Uttar Pradesh: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- total work: 1 year (preferred)
**Speak with the employer**
+91 7669149903
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