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SGGG Fund Services Inc.
trust officerSGGG Fund Services Inc. • Toronto, ON, CA
trust officer

trust officer

SGGG Fund Services Inc. • Toronto, ON, CA
9 days ago
Salary
CA$75,000.00 yearly
Job type
  • Full-time
  • Permanent
Job description
  • Education: Bachelor's degree
  • Experience: 1 year to less than 2 years
  • Tasks

  • Administer charitable or corporate trust funds
  • Administer estate or personal trust funds
  • Identify clients' financial goals and objectives
  • Analyze clients' financial records
  • Develop financial plans for clients
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
  • Work conditions and physical capabilities

  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Large caseload
  • Personal suitability

  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Excellent written communication
  • Initiative
  • Interpersonal awareness
  • Judgement
  • Organized
  • Team player
  • Due diligence
  • Workplace information

  • Hybrid
  • Health benefits

  • Dental plan
  • Disability benefits
  • Health care plan
  • Financial benefits

  • Pension plan
  • Other benefits

  • Other benefits
  • Travel insurance
  • Work Term: Permanent
  • Work Language: English
  • Hours: 40 hours per week
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Trust officer • Toronto, ON, CA

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