Current jobs related to Financial Trust Officer - Toronto ON - New Brunswick Legal Aid Services Commission
-
Regional Trust Officer
3 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 181085 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Come join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Regional Trust Officer's primary responsibility is to lead the client relationship and administration activities for...
-
Estate and Trust Advisor
3 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 183850 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The primary responsibility of the Estate and Trust Advisor is to provide estate planning and trustee services to MD clients. Duties & Responsibilities: Business Development - Review and assess with clients their individual and...
-
Account Manager, Institutional Trust
4 months ago
Toronto, Canada Northern Trust Corp. Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Trust & Payments Administrator
4 months ago
Toronto, Canada CMLS Financial Full time**Trust & Payments Administrator** **Toronto, ON** **Salary Range: $45,000 - $55,000/yr** The Trust & Payments Administrator will work closely with the Finance Operations Team to ensure the timely and accurate processing of all payments, including trade accounts payable, employee expenses and trust payments (investor remittances, mortgage advances, and...
-
Trust Administrator
4 months ago
Toronto, Canada Raymond James Financial, Inc. Full time**Trust Administrator** - 2401888 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Solus Trust Company (ST) is an affiliate company of Raymond James Ltd. (RJL), Canada’s leading independent investment dealer offering high quality investment products and services to...
-
Chief Risk Officer, Community Trust Company
3 months ago
Toronto, Canada Questrade Financial Group Full timeChief Risk Officer, Community Trust Company 250 University Ave, Toronto, ON M5H 3E5, Canada ● 5700 Yonge St, North York, ON M2M 4K2, Canada ● Toronto, ON, Canada Req #2789 Wednesday, July 3, 2024 Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a...
-
St Trust Officer
4 months ago
Toronto, Canada Scotiabank Full timeRequisition ID: 197000 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...
-
Trust Officer
1 week ago
Toronto, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney.Key ResponsibilitiesPartner with a specialized team of professionals within Wealth Management to provide exceptional client service...
-
Trust Officer
1 week ago
Toronto, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney.Key ResponsibilitiesPartner with a specialized team of professionals within Wealth Management to provide exceptional client service...
-
Trust Officer
4 days ago
Toronto, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts, and Powers of Attorney.Key ResponsibilitiesPartner with a specialized team of professionals within Wealth Management to provide exceptional client service...
-
Trust Officer
4 days ago
Toronto, Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled Trust Officer to join our team at CIBC. As a Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts, and Powers of Attorney.Key ResponsibilitiesPartner with a specialized team of professionals within Wealth Management to provide exceptional client service...
-
Account Relationship Associate, Institutional Trust
3 months ago
Toronto, Canada Northern Trust Corp. Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Treasury Analyst
2 weeks ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout Peoples TrustPeoples Trust is a leading financial institution with a strong presence in the Canadian market. Our mission is to provide exceptional financial services to our customers, backed by a team of experienced professionals.About the RoleWe are seeking a highly skilled Treasury Analyst to join our team. As a Treasury Analyst, you will be...
-
Trust Administrator
3 months ago
Toronto, Canada BMO Financial Group Full time30 St. Clair Avenue West Toronto Ontario,M4V 3A1 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the...
-
Trust Administrator
3 months ago
Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the...
-
Corporate Trust Officer
4 months ago
Toronto, Canada Computershare Full time**Location**:Canada - commutable to the Toronto ON office** **We give you a world of potential** We have a unique opportunity for someone to contribute their talents and strengths as a **_Corporate Trust Officer _**_at our _**_Toronto _**_office._ _ Computershare (ASX: CPU) is a global market leader in transfer agency and share registration, employee...
-
Financial Services Analyst
1 week ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout Peoples TrustPeoples Trust is a leading boutique financial institution with a strong presence in the Canadian market. Our mission is to deliver exceptional customer service and provide innovative financial solutions to our clients.Our CultureOur culture is built on the values of trust, creativity, and a willingness to take calculated risks. We...
-
Financial Services Analyst
1 week ago
Toronto, Ontario, Canada Peoples Trust Full timeAbout Peoples TrustPeoples Trust is a leading boutique financial institution with a strong presence in the Canadian market. Our mission is to deliver exceptional customer service and provide innovative financial solutions to our clients.Our CultureOur culture is built on the values of trust, creativity, and a willingness to take calculated risks. We...
-
Senior Trust Officer
2 weeks ago
Toronto, ON, Canada Meraki Talent Ltd Full timeThe FirmA Global Trust & Corporate services firm, operating across Asia, Europe, UK, Caribbean and Australia. Priding themselves on the commitment to deliver a personalised service to all of their clients, whether as accountants, advisers, executors, trustees or directors. The firm offer a unique blend of financial and accountancy advice to Corporate and...
-
Regional Estate
3 months ago
Toronto, Canada MD Financial Management Full timeRequisition ID: 183852 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Summary: The Regional Estate and Trust Administrator provides administrative support to the Estate and Trust Advisor (ETA) and Regional Trust Officer (RTO) in the regional MD Private Trust Office. They will assist in the...
Financial Trust Officer
4 months ago
Public Trustee Services
Financial Trust Officer (Bilingual)
Permanent Full Time
Fredericton
The New Brunswick Legal Aid Services Commission (NBLASC) is seeking an individual to join Public Trustee Services in Fredericton as a Financial Trust Officer
Who we are
The NBLASC is a team of professionals advocating with compassion. We provide legal assistance to low-income individuals and are a crucial part of a fair and equitable justice system. We are committed to access to justice, and we advocate for our clients' rights.
Public Trustee Services protects the financial and personal interests of adults who need support due to a mental or physical incapacity. Public Trustee services also administers the estates of deceased and missing persons and protects the financial interests of children in certain matters. We take great pride in advocating for all our clients and always act in their best interest, by collaboratively working as a team and with stakeholders.
Responsiveness, Compassion, Accountability, Professionalism, and Excellence: These are our values, and are at the heart of everything we do.
What you will do
Your role is the day-to-day management and administration of the financial affairs of clients and your responsibilities include:
Providing service to clients in all regions of the province in English and French on a daily basis;
Managing clients' assets and liabilities, and income and expenses;
Securing, protecting, and liquidating client assets such as real property, personal property and investments;
Preparing annual income tax and trust returns on behalf of clients;
Working with the Guardianship and Legal teams to facilitate client service;
Working with third party service providers, provincial and federal government agencies, community partners, clients and client family members, to facilitate client service;
Conducting financial reviews of client finances to ensure financial obligations can be met;
Collaborating, developing and maintaining relationships with external and internal stakeholders;
Analyzing reports to assist with the preparation of the Financial Schedules;
Making recommendations to Senior Trust Officer on client related matters.
Who you are
Your attitude, skills and interests are just as important as your area of study. We are looking for diverse backgrounds that bring a combination of the following:
Need to have (Essential qualifications and skills)
· University Degree in Business Administration or in a related field
· A minimum of four (4) years of related experience
An equivalent combination of education, training, and experience may be considered.
Written and spoken competence in English and French is required. Please state your language capability.
Applicants must clearly demonstrate the essential qualifications to be given further consideration. Please ensure that preferred language for assessment is identified on your resume.
Nice to have (Asset qualifications)
Preference may be given to candidates who demonstrate:
High proficiency in the area of office technology and MS Suite (Word, Excel, etc.).
You possess the following behavioural competencies:
· Analytical Thinking/Judgement;
· Information Seeking;
· Client Service Orientation;
· Relationship/Network building;
· Teamwork and Cooperation.
Wage
$2,140 - 2,993 biweekly - Pay Band 4 - Management and Non-Union Pay Plan
What can NBLASC offer you?
Comprehensive benefits package including various leave provisions and the New Brunswick Public Service Pension Plan
Opportunities for career growth, professional development and training
Access to Employee and Family Assistance Program (EFAP)
How to apply
We encourage you to apply by email at [emailprotected] stating "2024-09 Financial Trust Officer" in your email subject line before May 31, 2024.
We thank all those who apply however only those selected for further consideration will be contacted.
Original job Financial Trust Officer posted on GrabJobs . To flag any issues with this job please use the Report Job button on GrabJobs.
#J-18808-Ljbffr