Trust Officer Indigenous Wealth Services
Peace Hills Trust
Trust Officer in Edmonton managing fiduciary accounts, Indigenous client relationships, risk oversight and personalized trust services in office.Reporting to the Vice President, Trust Services, this Trust Officer administers complex accounts across Canada. The position combines trust administration, investments, taxation and relationship management. It also supports customized fiduciary, agency and custody solutions for Indigenous Nations, entities, members and beneficiaries.Key Responsibilities:
Manage trust accounts with accurate, proactive administrationBuild relationships with Indigenous clients and beneficiariesExplain legal and financial matters to advisersIdentify business opportunities through account managementApply risk controls, policies and audit standardsRequirements:
Post-secondary degree such as BBA or MBAKnowledge of fiduciary, investment and taxation mattersUnderstanding of Indigenous governance and cultural protocolsExtensive Indigenous trust administration experienceMTI and TEP designationsBring fiduciary expertise, cultural awareness and relationship management to Peace Hills Trust’s Edmonton-based Indigenous wealth services.
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Manage trust accounts with accurate, proactive administrationBuild relationships with Indigenous clients and beneficiariesExplain legal and financial matters to advisersIdentify business opportunities through account managementApply risk controls, policies and audit standardsRequirements:
Post-secondary degree such as BBA or MBAKnowledge of fiduciary, investment and taxation mattersUnderstanding of Indigenous governance and cultural protocolsExtensive Indigenous trust administration experienceMTI and TEP designationsBring fiduciary expertise, cultural awareness and relationship management to Peace Hills Trust’s Edmonton-based Indigenous wealth services.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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