Estate & Trust Associate Job Description Template
Our company is looking for a Estate & Trust Associate to join our team.
Responsibilities:
- Assist with annual audits of estate and trust policies and procedures;
- Provide specialized knowledge in the area of estate and legal document administration to internal and external clients in both English and French;
- Prepare and execute tax-reporting requirements (including taxable trusts) on all estate settlements in accordance with the Income Tax Act (Canada);
- Conduct research as required;
- Perform any other task or function that may be assigned from time to time;
- Evaluate system/process flows and recommend changes;
- Recommend process / system changes;
- Process financial transactions pertaining to estate administration and settlement;
- Completion of CSC or IFIC, preferred;
- Bachelor’s degree is preferred or equivalent years of direct experience required.
Requirements:
- Business Acumen;
- Listening, Understanding and Responding;
- Commitment to Continuous Learning and Improvement;
- Analytical Thinking;
- Extensive knowledge of registered and non-registered plan administration, preferred;
- Multi-tasking;
- Information-seeking;
- Strong communication and email writing skills;
- Consulting Orientation;
- Conceptual Thinking;
- Bilingual preferred (French and English);
- Collaboration and teamwork.