Trust Clerk

2 weeks ago

Parry Sound, Canada Wasauksing Full time

**Position Summary**:
**Duties & Responsibilities**:

- Adhere to a code of ethics, code of conduct, and confidentiality when handling private information of the Trust - this includes reading, understanding, and complying, at all times, with WFN’s Employee Policies as updated from time to time.
- Maintaining accurate records of trust fund transactions, deposits, withdrawals, and transfers.
- Represent the Trust to the best of their ability and act in the best interests and priorities of the Trust.
- Working with the Trust guidelines set out in the trust agreements.
- Planning and organization of Trust meetings, preparing meeting materials as required.
- Maintain and update databases relating to the Trusts.
- Provide administrative support to the board of trustees, including meeting preparation, record keeping, and follow-up.
- Ensuring that funds are managed in accordance with the Trust agreement, applicable laws, and regulations.
- Other administrative duties include file management, meeting coordination, and answering related inquiries.

**Education & Experience**:

- Completion of a relevant diploma/degree with strong academic credentials in business or office administration.
- Knowledge and understanding of financial administration, bookkeeping, or accounting, an asset.
- 1-3 years of professional administrative experience, with a financial focus.
- Strong administrative, organization, and time-management skills.
- Excellent written and verbal communication skills.
- Ability to multi-task and manage competing priorities.
- Provide a current criminal record check.

**Other Requirements**:

- valid drivers license and reliable personal vehicle
- this position requires the individual to work with various families youth and children. To protect children, youth, and vulnerable persons, WFN requires the individual to provide a vulnerable sector check.

This posting will remain OPEN UNTIL FILLED.

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