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trust officer
trust officerGovernment of Canada - Western • Vancouver, Metro Vancouver Regional District, CA
No longer accepting applications
trust officer

trust officer

Government of Canada - Western • Vancouver, Metro Vancouver Regional District, CA
30+ days ago
Job type
  • Full-time
Job description

Overview

Languages

English

Education

  • Bachelor's degree

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

  • Trust company
  • Responsibilities

  • 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
  • Experience and specialization

    Computer and technology knowledge

  • MS Office
  • Data administration
  • Area of specialization

  • Wealth management
  • Accounting
  • Additional information 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
  • Benefits Health benefits

  • Disability benefits
  • Health care plan
  • Other benefits

  • Other benefits
  • #J-18808-Ljbffr

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    Trust officer • Vancouver, Metro Vancouver Regional District, CA

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