521236 Trust Officer

• Trust Clerk

This occupation has a skill level corresponding to the qualifications and experience below.

Australia

• Skill Level 3: AQF Certificate III including at least two years of on-the-job training, AQF Certificate IV, or at least three years of relevant experience

New Zealand

• Skill Level 3: NZQF Level 4 qualification, or at least three years of relevant experience

• 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