trust officerWestern Pacific Trust Company • Vancouver, BC, CA

trust officer

Western Pacific Trust Company • Vancouver, BC, CA

12 days ago

Job type

Full-time

Permanent

Job description

Education: Bachelor's degree
Experience: 3 years to less than 5 years

Work setting

Trust company

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?

Health benefits

Disability benefits
Health care plan

Other benefits

Other benefits
Work Term: Permanent
Work Language: English
Hours: 32.5 hours per week

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Trust officer • Vancouver, BC, CA

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