Trainee Trust Officer

Business Clerical & Financial Services

Areas Of Interest: Finance & Banking

Certificate Level: Certificate III

Certificate Name: Certificate III in Financial Services

Certificate Description: Trainee Trust Officers are entry level trainees who perform a range of duties that mainly involve specific Trust or Estate administration functions.

Code: FNS30115

Work Type: Helping & Advising Organising & Clerical

Skills & Knowledge you will learn

Contribute to health and safety of self and others
Work effectively with others
Use business technology
Work effectively in the financial services industry
Establish client relationship and analyse needs
Establish entitlements to an intestate estate
Administer a non-complex estate
Administer a non-complex trust
Conduct customer engagement
Retrieve information from records
Be MoneySmart
Prepare government returns and reports
Perform financial calculations

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