ISCO Occupation Group 2412.7 Personal Trust Officer
From Open Risk Manual
Definition
Personal Trust Officer: Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients' accounts regularly.
Essential Skills
- Investment Analysis
- Securities
- Obtain Financial Information
- Review Investment Portfolios
- Communicate With Beneficiaries
- Maintain Trusts
- Property Law
- Monitor Title Procedures
- Actuarial Science
- Examine Trusts
- Tax Legislation
- Identify Clients' Needs
Optional Skills
- Prepare Financial Statements
- Prepare Tax Returns Forms
- Register Deeds
- Maintain Relationship With Customers
- Collect Property Financial Information
- Protect Client Interests
- Handle Financial Transactions
- Accounting Techniques
- Conduct Financial Audits
- Develop Investment Portfolio
- Handle Financial Disputes
- Financial Products
- Apply Technical Communication Skills
- Advise On Financial Matters
- Promote Financial Products
- Analyse Financial Risk
- Provide Support In Financial Calculation
- Research Taxation Procedures
Alternative Names
- Trustee Officer
- Personal Trust Officers
- Personal Trust Manager
- Personal Trust Supervisor
