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
Workplace information
Hybrid
Health benefits
Dental planDisability benefitsHealth care plan
Financial benefits
Pension plan
Other benefits
Other benefitsTravel insurance
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week