We are seeking an accomplished professional to fill this vital position, where you will play a key role in driving organizational success through a range of strategic initiatives and operational responsibilities. Your expertise will be instrumental in executing projects, collaborating with cross-functional teams, and ensuring alignment with company objectives. The ideal candidate will possess a minimum of five years of relevant experience, demonstrate strong leadership capabilities, and exhibit exceptional problem-solving and communication skills. This role requires the ability to analyze complex data, develop innovative solutions, and communicate findings effectively to stakeholders at all levels. Responsibilities include overseeing project timelines, managing budgets, and fostering a culture of accountability and continuous improvement. Additionally, the position demands adaptability to evolving business needs, a commitment to professional growth, and the capacity to mentor junior team members.
The Trust Account and Operations Officer oversees the precise execution, management, and operational oversight of trust transactions within all trust mandates. This position guarantees the accurate and timely processing of trust-related activities while adhering to trust deeds, internal guidelines, and relevant regulatory standards. The role provides vital operational assistance to the Trust function by facilitating transaction coordination, conducting reconciliations, maintaining meticulous records, fulfilling reporting obligations, and collaborating closely with internal and external stakeholders to ensure the seamless fulfillment of trust mandates.
Oversee a range of critical tasks encompassing strategic planning, operational execution, and performance evaluation to ensure organizational objectives are consistently met. Implement and monitor policies, procedures, and best practices to maintain high standards of efficiency, compliance, and quality across all functions. Lead cross-functional teams, fostering collaboration, accountability, and innovation to drive continuous improvement and sustainable growth. Analyze key performance indicators, financial metrics, and market trends to inform data-driven decision-making and resource allocation. Serve as the primary liaison between executive leadership, department heads, and external stakeholders to align priorities, resolve conflicts, and uphold corporate governance standards.
Trust Operations and Administrations professionals oversee the management and administration of trusts, ensuring compliance with legal and regulatory standards while safeguarding assets. They perform duties such as processing trust account transactions, preparing financial reports, and maintaining accurate records. Additionally, they liaise with clients, legal advisors, and regulatory bodies to address inquiries, provide updates, and resolve issues. Strong analytical, organizational, and communication skills are essential, along with proficiency in financial software and a deep understanding of fiduciary responsibilities.
Investment Operations professionals are responsible for overseeing the daily processing, settlement, and reconciliation of investment transactions, ensuring accuracy and compliance with regulatory standards. They play a critical role in maintaining the integrity of financial records by validating trades, managing cash flows, and resolving discrepancies in a timely manner. This position requires strong analytical skills, attention to detail, and proficiency in financial software and reporting tools. Candidates must have a solid understanding of investment accounting principles, market regulations, and risk management practices to effectively support operational efficiency and mitigate potential errors. Collaboration with cross-functional teams, including portfolio managers, custodians, and auditors, is essential to ensure seamless transaction processing and adherence to established policies.
The role involves overseeing reconciliation processes, ensuring accurate financial reporting, and maintaining robust internal controls to safeguard company assets and compliance with regulatory standards. Responsibilities include verifying transaction accuracy, identifying discrepancies, and implementing corrective measures to enhance operational efficiency. Additionally, the position requires generating detailed financial reports, analyzing performance metrics, and collaborating with cross-functional teams to streamline accounting procedures and mitigate financial risks. Candidates should possess strong analytical skills, attention to detail, and proficiency in accounting software, along with a thorough understanding of financial regulations and best practices.
The role involves providing comprehensive support to financial operations, ensuring accuracy, efficiency, and compliance with established policies and procedures. Key responsibilities include processing transactions, reconciling accounts, maintaining financial records, and assisting with budget preparation and forecasting. The position requires a strong understanding of accounting principles, proficiency in financial software, and meticulous attention to detail. Candidates must possess excellent analytical and organizational skills, along with the ability to meet deadlines in a fast-paced environment. Effective communication and collaboration are essential to work seamlessly with cross-functional teams.
The role involves managing documentation processes, ensuring compliance with established standards, and providing operational support to maintain seamless workflows and adherence to regulatory requirements.
Requirements
Applicants must hold a minimum of a bachelor’s degree in a relevant field, such as education, child development, or psychology.
A Bachelor’s degree in Accounting, Finance, Banking & Finance, Economics, Business Administration, or a related field is required.
Relevant professional certifications, such as ACA, ARCA, or their equivalents, are highly desirable.
Seeking a candidate with a robust background in the specified domain, possessing comprehensive industry expertise and hands-on professional experience. Ideal applicants must demonstrate proficiency in key areas relevant to the role, supported by a track record of successful project execution and problem-solving capabilities. Familiarity with industry best practices, emerging trends, and regulatory standards is essential to excel in this position.
With a strong background in trust operations, fund administration, asset management operations, or investment operations—or equivalent roles within the financial services sector—you will bring valuable expertise to this position.
Demonstrates a solid grasp of trust frameworks, pooled investment vehicles, and fund administration processes.
Experienced professional sought with expertise in validating account balances, processing financial transactions, compiling accurate reports, and maintaining thorough records.
Proven expertise in operational controls and a comprehensive understanding of regulatory compliance standards is essential.
Demonstrates an in-depth knowledge of fiduciary risk management, regulatory compliance frameworks, and governance principles.
Skilled in utilizing Microsoft Office Suite and financial reporting tools with a high level of expertise.
Qualifications
BA/BSc/HND , Professional Certificate
Experience Required
3 - 5 years
