trust officerWestern Pacific Trust Company • Vancouver, BC, CA

No longer accepting applications

trust officer

Western Pacific Trust Company • Vancouver, BC, CA

9 days ago

Job type

Permanent

Job description

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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