Trust Services Officer

4 weeks ago

Vancouver, Canada CWB Financial Group Full time

At

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.
- CWB Trust Services

offers a wide variety of trustee and custodial solutions for individuals, businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.

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. This includes activities related to opening accounts, payments, RRSP, RRIF and TFSA registered products. Trust us - it’s more exciting than that just made it sound. There is no better training ground for a career in Trust Operations. If you have experience with or knowledge of publicly traded securities, this role is for you

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. This includes activities related to opening accounts, payments, RRSP, RRIF and TFSA registered products. Trust us - it’s more exciting than that just made it sound. There is no better training ground for a career in Trust Operations. If you have experience with or knowledge of publicly traded securities this role is for you

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. Regularly review SLA targets in collaboration with individual leader to ensure client needs are met.

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

  • Trust Administrator

    2 weeks ago

    West Vancouver, Canada Heritage Trust Company Full time

    **Your daily duties and responsibilities will include**: - Under the guidance of senior trust officers, opening new files and managing basic trusts and estates while ensuring adherence to regulatory guidelines; - Maintain accuracy of client information; - Document all communications with clients; - Maintaining a bring forward system; - Occasional bank runs;...

  • Trust Services Officer

    2 weeks ago

    Vancouver, Canada CWB Financial Group Full time

    At 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...

  • Trust Services Officer

    5 days ago

    Vancouver, British Columbia, Canada CWB Financial Group Full time

    AtCWB, 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...

  • Executive Trust Officer

    2 months ago

    Vancouver, Canada TD Bank Full time

    **Executive Trust Officer - Indigenous Trust Services**: - 415599BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia, Manitoba **Hours** - 37.5 **Workplace Model** -...

  • Executive Trust Officer

    2 months ago

    Vancouver, Canada TD Bank Full time

    415599BR Wealth Management Vancouver, BC July 31, 2023 Hours 37.5 Workplace Model Hybrid Pay Details Department Overview **Private Wealth Management** (PWM) **Private Trust** (PT) provides a full range of Trust services to clients including Individuals, Corporations, First Nations, Metis, Inuit (individuals, Governments and Businesses) and...

  • Executive Trust Officer

    3 weeks ago

    Vancouver, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** - TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. - **Private Trust **builds dynamic and...

  • Trust Officer

    2 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 193299 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...

  • Associate Trust Officer/trust Officer

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Trust Officer

    2 months ago

    West Vancouver, Canada First Nations Bank of Canada Full time

    **About Us** First Nations Bank of Canada is a federally chartered bank primarily focused on providing financial services to the Indigenous marketplace in Canada. Over 87% Indigenous owned and controlled, FNBC is a leader in advocating for the growth of the Indigenous economy and the economic well-being of Indigenous people. Headquartered in Saskatoon, SK...

  • Trust Officer

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Trust Officer

    3 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Trust Officer

    2 months ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...

  • Trust Officer

    2 months ago

    Vancouver, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. - Processing (recording) trust transactions in ELITE 3E. - Initiate banking transactions of trust funds through online portals. - Reviewing all trust instructions...

  • Trust Officer

    2 months ago

    Vancouver, Canada CIBC 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 at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Trust Officer

    5 days ago

    Vancouver, British Columbia, Canada Cassels Brock & Blackwell LLP Full time

    Cassels Brock & Blackwell LLP is a leading national law firm of more than 200 lawyers, focused on serving the transaction, advocacy and advisory needs of Canada's most dynamic business sectors. Processing (recording) trust transactions in ELITE 3E. Initiate banking transactions of trust funds through online portals. Reviewing all trust instructions for...

  • Executive Trust Officer

    5 days ago

    Vancouver, British Columbia, Canada TD Bank Full time

    415599BRWealth ManagementVancouver, BCJuly 31, 2023Hours37.5Workplace ModelHybridPay DetailsDepartment OverviewPrivate Wealth Management (PWM) Private Trust (PT) provides a full range of Trust services to clients including Individuals, Corporations, First Nations, Metis, Inuit (individuals, Governments and Businesses) and Charitable entities with a focus on...

  • Trust Services Officer, Payments

    3 weeks ago

    Vancouver, Canada CWB Financial Group Full time

    At 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...

  • Trust Services Officer, Payments

    4 days ago

    Vancouver, British Columbia, Canada CWB Financial Group Full time

    AtCWB, 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...

  • Corporate Trust Officer

    3 weeks ago

    Vancouver, Canada Computershare Full time

    **Location: Vancouver (Hybrid)** This is a hybrid position primarily based in Vancouver. We’re committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office, giving you the option to work remotely for some of your working week. **Find out more about our culture of flexible working **.** **We give you...

  • Executive Trust Officer

    2 months ago

    Vancouver, Canada TD Bank Full time

    400748BR Wealth Management Vancouver, BC February 23, 2023 Company Overview Department Overview TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. **Private Trust **builds dynamic and long-lasting...