Job is active
trust officer
from 95 000 $
Cidel Trust CompanyCalgary
About this job
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
Market insight
Near the median94 648 $
94 648 $94 648 $
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Frequently asked questions
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The employer lists from 95 000 $ for this role at Cidel Trust Company in Calgary. For comparison, the local market median is about 94 648 $ based on 14 similar offers.
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