trust officer
16 hours ago
Overview
Languages
English
Education
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College/CEGEP
- or equivalent experience
Experience
5 years or more
Hybrid
Work must be completed both in person and remotely.
Work setting
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Investment firm
Responsibilities
Tasks
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Administer charitable or corporate trust funds
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Administer estate or personal trust funds
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Identify clients' financial goals and objectives
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Monitor client investments
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Analyze clients' financial records
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Develop financial plans for clients
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Arrange for sale of financial products and investments
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Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
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Negotiate with corporations and government to determine the type and terms of new securities issue
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Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
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Assist in the planning and execution of financial statement audits
Experience and specialization
Computer and technology knowledge
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MS Office
Area of specialization
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Financial planning
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Financial examination
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Investment underwriting
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Trust and estate administration
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Wealth management
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Accounting
Additional information
Security and safety
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Criminal record check
Work conditions and physical capabilities
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Fast-paced environment
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Work under pressure
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Tight deadlines
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Attention to detail
Personal suitability
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Accurate
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Dependability
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Efficient interpersonal skills
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Excellent oral communication
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Excellent written communication
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Initiative
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Interpersonal awareness
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Judgement
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Organized
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Due diligence
Benefits
Health benefits
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Dental plan
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Disability benefits
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Health care plan
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Paramedical services coverage
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Vision care benefits
Financial benefits
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Group insurance benefits
Other benefits
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Other benefits
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