trust officer
$75k per yearFull-time
SGGG Fund Services Inc.
Overview
Languages
English
Education
- Bachelor's degree
Experience
1 year to less than 2 years
Hybrid
Work must be completed both in person and remotely.
Responsibilities
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
Additional information
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
Benefits
Health benefits
- Dental plan
- Disability benefits
- Health care plan
Financial benefits
- Pension plan
Other benefits
- Other benefits
- Travel insurance
Vacancy posted 1 day ago
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