Trust Officer

Salary:
$37.00 hourly for 32.5 hours per week

Workplace type:
On-site only

Start date:
As soon as possible

Job Requirements
Education
Bachelor’s degree
 
Experience 
3 years to less than 5 years

Benefits
Disability benefits
Health care plan
Other benefits
 
Tasks
Monitor client investments
Analyze clients’ financial records
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Disburse trust monies
Co-ordinate work activities with other departments
Co-ordinate administrative services
Answer inquiries from clients and other company personnel
Work with on-line accounts and systems
Store, update and maintain databases
Establish work priorities and ensure procedures are followed and deadlines are met
Assist with record management
Computer and technology knowledge
MS Office
Data administration
Area of specialization
Wealth management
Accounting

Work conditions and physical capabilities
Fast-paced environment
Attention to detail
Personal suitability
Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player

Screening questions
Are you authorized to work in Canada?