Financial Trust Officer

3 weeks ago


Old Toronto, Canada New Brunswick Legal Aid Services Commission Full time

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
  • Trust Banking Officer

    4 weeks ago


    Toronto, Canada SGGG Fund Services Full time

    **Summary**: SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role. **Accountabilities**: - Prepare daily...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...


  • Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...

  • Trust Officer

    1 month ago


    Toronto, Canada Cassels Brock & Blackwell LLP Full time

    **About Us**: Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and...

  • Trust Banking Officer

    4 weeks ago


    Toronto, Canada SGGG Fund Services Inc Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role. **Core Responsibilities** - Prepare daily reconciliations...


  • Toronto, Ontario, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?As a Trust Officer, you will create an exceptional client experience by providing superior service and a complete range of estate and trust solutions that meet client needs. You will achieve business results in partnership with the team by identifying, growing, and retaining a long-term profitable high net...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...


  • Toronto, Canada Home Trust Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    2 weeks ago


    Toronto, Canada Home Trust Company Full time

    Company ProfileHome Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    7 days ago


    Toronto, ON, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    7 days ago


    Toronto, ON, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...

  • Mortgage Officer

    1 month ago


    Toronto, Canada Home Trust Company Full time

    Company Profile Home Trust Company has developed a track record of success as Canada’s leading alternative lender, employing nearly 850 people in our Toronto headquarters and branches across the country. Building on the demonstrated strength of our core residential and commercial mortgage lending business, the Company and its affiliates also offer...