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Semesteria

Trust Account Management Officer

Semesteria

Posted

2 days ago

Makati

Onsite

PHP 30K

Full Time

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Sema

Sema Summary

The Trust Account Management Officer is responsible for overseeing trust accounts, ensuring compliance with relevant regulations, and managing client relationships. The role requires strong financial acumen and the ability to communicate effectively with clients. It is based in Makati, Philippines, and offers a full-time position. The expected salary is PHP30,000 per month.

About Company

Semesteria specializes in financial services, focusing on trust account management and client relations.

Core Requirements

  • Bachelor's degree in finance
  • Experience in account management
  • Knowledge of trust regulations
  • Strong communication skills
  • Proficiency in financial software

Responsibilities

  • Manage trust accounts
  • Ensure compliance with regulations
  • Communicate with clients
  • Prepare financial reports
  • Conduct audits of accounts
  • Identify and mitigate risks
  • Collaborate with other departments

Must Have skills

Financial analysisClient managementRegulatory knowledgeReport writingProblem-solving

Nice To Have Skills

Team leadershipNegotiation skillsAnalytical thinkingAdaptabilityTime management

Tools Knowledge Requried

ExcelAccounting softwareCRM systemFinancial modeling tools

Job Keywords

trust accountsfinancial managementclient relationsaccountingauditing

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