Trust officer

2 weeks ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Kibbi Technologies Inc. Full-time

LANGUAGES

English

EDUCATION

  • College/CEGEP
  • or equivalent experience

EXPERIENCE

5 years or more

HYBRID

Work must be completed both in person and remotely.

WORK SETTING

  • Investment firm

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

COMPUTER AND TECHNOLOGY KNOWLEDGE

  • MS Office

AREA OF SPECIALIZATION

  • Financial planning
  • Financial examination
  • Investment underwriting
  • Trust and estate administration
  • Wealth management
  • Accounting

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

HEALTH BENEFITS

  • Dental plan
  • Disabled benefits
  • Health care plan
  • Paramedical services coverage
  • Vision care benefits

FINANCIAL BENEFITS

  • Group insurance benefits

OTHER BENEFITS

  • Other benefits
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