Individuals who chose a professional career in a trust officer role are responsible for managing a portfolio of estates and trusts, guardianships, and powers of attorney and providing clients and beneficiaries with professional administration services. Estate, trust, POA, and agency client needs may include will or governing documentation interpretation, for the purposes of administration of their accounts. Trust officers are responsible for all the administrative needs of their portfolio of accounts. The application of technical knowledge and discretionary decision-making is also a key component of this role.
Officers deal with specialized personal assets, real estate and manage relationships with the estate, trust, and POA clients, beneficiaries, and also co-trustees/POA.
This is a professional career that will progress in level of responsibility and increased complexity as experience is gained. Salary will generally increase with the level of responsibility.
Assistant Trust Officer, Trust Officer, Senior Trust Officer, Executive Trust Officer
Avg Salaries from Canadian job sites
Below are the courses and credentials required and/or recommended for this career.