trust officer

16 hours ago


Calgary, Canada Cidel Trust Company Full time

Overview

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

Responsibilities

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

Experience and specialization

Computer and technology knowledge

-
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


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