Occupation Atlaspersonal trust officer
ESCO · http://data.europa.eu/esco/occupation/7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5
personal trust officer
Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients' accounts regularly.
Job Zone
- 1
- 2
- 3
- 4
- 5
Zone 4: Considerable Preparation Needed
Considerable preparation. Usually a bachelor's degree plus several years of work-related experience, knowledge, or training.
Job Zone is O*NET's rating of how much education, experience and training an occupation typically needs — a property of the work, not of anyone doing it.
Occupational interest profile
ECSEnterprising · Conventional · Social — the three strongest interests, in order
- E Enterprising5.85
- C Conventional5.61
- S Social4.07
- I Investigative3.27
- A Artistic1.69
- R Realistic1.00
RIASEC (Holland) interests on O*NET's 0–7 scale: what the work draws on, not what any individual prefers. Hover a row for what each dimension means.
Job Zone and interest data are borrowed from Personal Financial Advisors (13-2052.00): in the official ESCO–O*NET crosswalk, its close O*NET match, and the best-ranked match that has them. ESCO doesn't publish them directly.
Typically associated skills
Essential (12)
ESCO's essential and optional tags describe how its taxonomy relates a skill to this occupation. They are not the essential functions of a job under the ADA, which an employer determines for its own role.
- actuarial science
- communicate with beneficiaries
- examine trusts
- identify clients' needs
- investment analysis
- maintain trusts
- monitor title procedures
- obtain financial information
- property law
- review investment portfolios
- securities
- tax legislation
Optional (18)
- accounting techniques
- advise on financial matters
- analyse financial risk
- apply technical communication skills
- collect property financial information
- conduct financial audits
- develop investment portfolio
- financial products
- handle financial disputes
- handle financial transactions
- maintain relationship with customers
- prepare financial statements
- prepare tax returns forms
- promote financial products
- protect client interests
- provide support in financial calculation
- register deeds
- research taxation procedures
O*NET equivalents
From the official ESCO–O*NET crosswalk, strongest match first. A broader occupation takes in this one; a narrower one is a part of it.
Closest occupations
Compare any occupation →ESCO occupations that share the most of this occupation's 12 essential skills. A plain count, not a hidden score.
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This page includes information from the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license; O*NET® is a trademark of USDOL/ETA. ESCO occupations and skills are from the European Commission's ESCO classification, and the occupation crosswalk is the official ESCO–O*NET mapping by the ESCO Secretariat with USDOL/ETA. This service uses the ESCO classification of the European Commission. BlissPoint Analytics has modified all or some of this information: skill, task and descriptor ratings are rounded to one decimal, and ESCO occupations show Job Zone and interests copied from a crosswalked O*NET occupation. USDOL/ETA has not approved, endorsed, or tested these modifications.