Personal trust officers monitor and administer personal trusts.
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.
+ 24 more skills hidden. Register for free to unlock the complete list of requirements.
Reading about personal trust officer is one thing; knowing if you have the cognitive and psychological alignment for it is another. Register to unlock the full skill matrix and let our AI counselor map your profile.
DATA SOURCED FROM ESCO (EUROPEAN COMMISSION) & O*NET (U.S. DEPARTMENT OF LABOR)