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Trust Services Officer
1 week ago
CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.
Trust Services Officer (Canadian Western Trust)
Role Specifications
On-Site
Location:
Vancouver
CWB is on a mission to become the
_best full-service _bank for business owners of Canada.
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CWB Trust Services
Our highly engaged teams operate within a
_client-centric, collaborative, and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.
_And we are building momentum_.Bring you. All of you. Caregiver. Ally. Outdoor enthusiast. Indigenous community partner. Foodie. Neurodivergent perspective. Sports fan. Human rights activist. Labels don't matter here, but your perspective does.
_inclusion has power_, and we're always looking for unique perspectives to add to our teams. We have a culture that thrives on idea-sharing, collaboration, respect, caring and camaraderie. If you have a voice to add to the conversation, we'd love you to apply. All applicants are considered as part of an equitable and fair selection process.
The opportunity
In the role of a Trust Services Officer, you will administer the processing of any transactions that support our trust offering administration.
You've worked hard at obtaining an education you're proud of.
Now that it's time to enter the workforce, we know you're motivated to put that knowledge and those learning skills to good use.
Explore a career with CWT where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer.
Our culture is a key differentiator and one we are proud of.
In the role of a Trust Services Officer, you will administer the processing of any transactions that support our trust offering administration.
Bring you. All of you. Caregiver. Bookworm. Proud Indigenous band member. Foodie. Data nerd. Neuro-divergent perspective. Sports fan. Ally. Gym junkie. Pumpkin spice lover. Labels don't matter here, but your perspective does.
What you will learn and engage in- Financial transactions. Executing financial transaction activities related to registered products (RRSP, RRIF, TFSA)- Risk.
Work with high risk and high client impact processes, including large dollar transactions, and transactions with tax implications for clients.- Documentation.
Maintenance of long-term document control and electronic reporting for all applicable tasks.- Operations optimization. Proactively address potential procedure enhancements and best practices, sharing with management and peers.- Privacy.Ensure that the confidentiality of the Bank and its customers in maintained by routinely securing all documentation during non-business hours and is aware of and adheres to employee code of conduct.- Collaboration.
Provide direct support to the
CWB branch network, to enable them to deliver a "best in class" customer experience.- Performance measures.
What you bring with you
Life Learner- Thirst for knowledge & understanding underpins all that you do. You are curious by nature and love solving puzzles.
Life Experience- Numbers bring you joy. You find comfort in knowing that every math problem has a right answer.- Basic finance. You hold a bank account & know how it works. Money in, money out.- Customer service is a real
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