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

trust officer

Western Pacific Trust Company • Vancouver, BC, CA
11 days ago
Job type
  • Full-time
  • Permanent
Job description
  • Education: Bachelor's degree
  • Experience: 3 years to less than 5 years
  • 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?
  • Health benefits

  • Disability benefits
  • Health care plan
  • Other benefits

  • Other benefits
  • Work Term: Permanent
  • Work Language: English
  • Hours: 32.5 hours per week
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Trust officer • Vancouver, BC, CA

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