Overview
Languages
English
Education
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 companyResponsibilities
Monitor client investmentsAnalyze clients' financial recordsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationDisburse trust moniesCo-ordinate work activities with other departmentsCo-ordinate administrative servicesAnswer inquiries from clients and other company personnelWork with on-line accounts and systemsStore, update and maintain databasesEstablish work priorities and ensure procedures are followed and deadlines are metAssist with record managementExperience and specialization
Computer and technology knowledge
MS OfficeData administrationArea of specialization
Wealth managementAccountingAdditional information Work conditions and physical capabilities
Fast-paced environmentAttention to detailPersonal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeJudgementOrganizedTeam playerBenefits Health benefits
Disability benefitsHealth care planOther benefits
Other benefits#J-18808-Ljbffr