Account Officer (Institutional Trust)

As an Account Office r, you will be responsible for the day-to-day management and administration of the investment funds of assigned institutional accounts. Contributes to the volume and revenue growth targets of assigned accounts through contributions made to and the trust fee earnings of assigned accounts, incremental business from existing accounts and new accounts opened

How you’ll contribute

• Creates new client data and portfolios for new accounts assigned in Trust Systems – Prospero, FB
• Prepares post account opening review of newly opened accounts within TAT
• Coordinates with operations and investments teams regarding application tax exemption status of assigned accounts – bank counterparties for time deposit placements, BTR for government bonds, Corporate Bond issuers/PDTC for corporate bonds.
• Facilitates updating of clients’ KYC documents, Investment Guidelines, Client Suitability Questionnaire (CSQ), and other tr...