Trust Officer
What the work is
Administers trusts, estates and settlements on behalf of beneficiaries.
Would you enjoy the work?
These are the main tasks in the official description. Mark how each one sounds to you.
- Receives and reviews legal documents related to trusts, estates and settlements
- Identifies and verifies beneficiaries and their entitlements
- Communicates with beneficiaries to provide information and answer queries
- Manages and maintains trust accounts, including processing payments and distributions
- Prepares and files legal documents, such as trust agreements and estate inventories
- Conducts research and analysis to support decision-making related to trust administration
- Prepares financial reports and statements for beneficiaries and regulatory authorities
- Ensures compliance with legal and regulatory requirements
- Collaborates with legal and financial professionals
- Resolves disputes among beneficiaries or involved parties
Try it
A simulation and a case study from this kind of work, set in a mid-sized law firm and the registry of a local court. They are fictional.
The kind of days you could have
Good days
- A big filing goes in with an hour to spare and everyone breathes out
- A person who arrived worried leaves knowing what happens next
- A lawyer says they could not have got through the week without your organisation
Hard days
- A deadline lands on the same day as three other urgent jobs
- A distressed person wants advice that only a lawyer can give
- Confidential papers and a mistake that could embarrass the firm
Written by Career Calling as a general guide. Real roles vary by employer and place.
Work a mission
Step into a simulated workplace in this field, with a brief from your manager.
Description and tasks: Australian Bureau of Statistics, Occupation Standard Classification for Australia, 2024, Version 1.0 (opens another site), occupation 521236, used under a Creative Commons Attribution 4.0 licence. The skill guide above is our plain English summary.