trust officer

Overview

Languages

English

Education

• College/CEGEP
• or equivalent experience

Experience

5 years or more

Hybrid

Work must be completed both in person and remotely.

Work setting

• Investment firm

Responsibilities

Tasks

• Administer charitable or corporate trust funds
• Administer estate or personal trust funds
• Identify clients' financial goals and objectives
• Monitor client investments
• Analyze clients' financial records
• Develop financial plans for clients
• Arrange for sale of financial products and investments
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Assist in the planning and execution of financial statement audits

Experience and specialization

Computer and technology knowledge

• MS Office

Area of specialization

• Financial planning
• Financial examination
• Investment underwriting
• Trust and estate administration
• Wealth management
• Accounting

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Due diligence

Benefits

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Group insurance benefits

Other benefits

• Other benefits