Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week
Education:
Expérience:

Education

Bachelor's degree

Tasks

Administer charitable or corporate trust fundsAdminister estate or personal trust fundsIdentify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Work conditions and physical capabilities

Fast-paced environmentWork under pressureTight deadlinesAttention to detailLarge caseload

Personal suitability

AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeInterpersonal awarenessJudgementOrganizedTeam playerDue diligence

Experience

1 year to less than 2 years

Employment terms options

Day

Workplace information

Hybrid

Health benefits

Dental planDisability benefitsHealth care plan

Financial benefits

Group insurance benefitsLife insurancePension planRegistered Retirement Savings Plan (RRSP)

Long term benefits

Maternity and parental benefitsTax-Free Savings Account (TFSA)

Other benefits

Deferred Profit Sharing Plan (DPSP)On-site amenitiesOther benefitsPaid time off (volunteering or personal days)Team building opportunitiesTravel insuranceWellness program

SGGG Fund Services Inc.

Open Positions

trust officer