Trust Officer

Overview

Administers trusts, estates and settlements on behalf of beneficiaries.

Skills

Most occupations in this unit group have a level of skill commensurate with the qualifications and experience outlined below. AQF Certificate III including at least two years of on-the-job training, or AQF Certificate IV (ANZSCO Skill Level 3)

Tasks

  • listing actions for hearing and processing documentation for court actions
  • documenting details of court proceedings, actions and decisions
  • enforcing the law as an officer of the court by executing court orders such as eviction notices
  • serving legal orders and documents such as summonses and subpoenas
  • organising jury and witness lists, and summonsing and swearing in juries and witnesses
  • maintaining order in court and hearing rooms and adjacent areas
  • assisting Solicitors in areas of conveyancing, contracts, common law, probate and other legal practice matters
  • satisfying statutory requirements, establishing beneficial entitlements and distributing assets
  • maintaining probate and trust files, investing trust funds and administering accounts

Alternative Titles

  • Trust Clerk

Related Occupations

Source: 1220.0 - ANZSCO - Australian and New Zealand Standard Classification of Occupations, First Edition.
Note: The tasks associated with the occupation are to be used as guidance only. The tasks listing may include tasks associated with the grouping/category to which the occupation belongs.

Training Pathways

One course found.