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trust officer
trust officerWestern Pacific Trust Company • Vancouver, BC, CA
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trust officer

trust officer

Western Pacific Trust Company • Vancouver, BC, CA
Il y a 11 jours
Type de contrat
  • Permanent
Description de poste
  • Education:
  • Expérience:

    • Education

  • Bachelor's degree

    • 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?

    • Experience

  • 3 years to less than 5 years

    • Health benefits

  • Disability benefits
  • Health care plan

    • Other benefits

  • Other benefits
  • Durée de l'emploi: Permanent
  • Langue de travail: Anglais
  • Heures de travail: 32.5 hours per week
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Trust officer • Vancouver, BC, CA

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