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trust officer

5 hours ago

Calgary, Canada Government of Canada - Western Full time

Overview Languages: English Education College/CEGEP or equivalent experience Experience 5 years or more Work Hybrid: Work must be completed both in person and remotely. Work setting Investment firm Responsibilities 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 Experience and specialization MS Office Area of specialization Financial planning Financial examination Investment underwriting Trust and estate administration Wealth management Accounting Additional information Security and safety: Criminal record check 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 Benefits Health benefits Dental plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits Group insurance benefits Other benefits Other benefits #J-18808-Ljbffr