trust officer
Education:
College/CEGEP. or equivalent experience.
Work setting:
Investment firm.
Tasks:
- Administer charitable or corporate trust funds.
- Administer estate or personal trust funds.
- Identify clients' financial goals and objectives.
- Monitor client investments.
- Analyze clients' financial records.
- Develop financial plans for clients.
- Arrange for sale of financial products and investments.
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation.
- Negotiate with corporations and government to determine the type and terms of new securities issue.
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds.
- Assist in the planning and execution of financial statement audits.
Computer and technology knowledge:
MS Office.
Area of specialization:
- Financial planning.
- Financial examination.
- Investment underwriting.
- Trust and estate administration.
- Wealth management.
- Accounting.
Security and safety:
Criminal record check.
Work conditions and physical capabilities:
- Fast-paced environment.
- Work under pressure.
- Tight deadlines.
- Attention to detail.
Personal suitability:
- Accurate.
- Dependability.
- Efficient interpersonal skills.
- Excellent oral communication.
- Excellent written communication.
- Initiative.
- Interpersonal awareness.
- Judgement.
- Organized.
- Due diligence.
Screening questions:
Do you have experience working in this field?.
Employment terms options:
Morning.
Experience:
5 years or more.
Employment terms options:
Day.
Workplace information:
Hybrid.
Health benefits:
- Dental plan.
- Disability benefits.
- Health care plan.
- Paramedical services coverage.
- Vision care benefits.
Financial benefits:
Group insurance benefits.
Other benefits:
Other benefits.