Education
Bachelor's degree
Work setting
Trust company
Tasks
Monitor client investmentsAnalyze clients' financial recordsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationDisburse trust moniesCo-ordinate work activities with other departmentsCo-ordinate administrative servicesAnswer inquiries from clients and other company personnelWork with on-line accounts and systemsStore, update and maintain databasesEstablish work priorities and ensure procedures are followed and deadlines are metAssist with record management
Computer and technology knowledge
MS OfficeData administration
Area of specialization
Wealth managementAccounting
Work conditions and physical capabilities
Fast-paced environmentAttention to detail
Personal suitability
AccurateDependabilityEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeJudgementOrganizedTeam player
Experience
3 years to less than 5 years
Health benefits
Disability benefitsHealth care plan
Other benefits
Other benefits
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 32.5 hours per week