About this role
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
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?
How to Apply
By email: [email protected]
Online: https://allstarjobs.ca/accounting-finance-jobs/associate-trust-officer-noc-11109
Requirements
Education
College/CEGEP, or equivalent experience
Experience
5 years or more
Compensation Details
$95,000.00 annually
Ready to apply?
Pay shown up front. Free for job seekers, always.