trust officer

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

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