Trust Officer

1 week ago

Toronto, Canada Cassels Brock & Blackwell LLP Full time

**About Us**:
Cassels Brock & Blackwell LLP is a leading national law firm focused on serving the transaction, advocacy and advisory needs of Canada’s most dynamic business sectors. We have one of the largest business law practices in the country, serving multinational, national and mid-market clients from our offices in Toronto, Vancouver and Calgary.

**Our Culture**:
At Cassels, our mission is to attract, retain and promote individuals of exceptional ability and talent from as broad a range of backgrounds as possible. We offer meaningful career opportunities, invest in professional growth, and foster an inclusive environment. Our Firm’s success is built on the unique skills, perspectives, experiences and values of each individual. We encourage a corporate culture that respects and celebrates the dignity, value and diversity of all.

**Role Overview**:

- Processing (recording) trust transactions in ELITE 3E.
- Initiate banking transactions of trust funds through online portals.
- Reviewing all trust instructions for compliance with Firm policies.
- Preparing bank deposits, wire instructions to banks and trust cheques.
- Placing and liquidating investments of clients’ trust funds, as instructed.
- Ad hoc analyses and reporting on trust activity.
- Reviewing and filing of trust instruction documentation and escrow agreements.
- 1-3 years of Trust experience
- Degree / diploma in accounting or business.
- Previous experience in a similar role in a law firm is required
- Detail oriented with good communication & organizational skills.
- Strong computer skills and experience with Microsoft Office Suite, particularly EXCEL.
- Knowledge of provincial law societies’ trust rules and regulations, an asset.
- Familiarity with ELITE 3E and online cash management banking software, an asset.

**Employment Type**: Permanent, Full-Time
- **What we offer**:_
- Competitive compensation + Extended Health & Dental Care
- RRSP Matching Program
- Education/tuition allowance
- Fitness Reimbursement Program
- Diversity and Inclusion Centric Culture
- A Culture of Wellness: Cassels recognizes the importance of wellness and provides a comprehensive program that addresses the mental and physical well-being of our employees by providing resources, services, training and support on an ongoing basis.
- A fully stocked kitchen with healthy snacks, plus coffee, tea, and drinks throughout the year.
- A business casual dress code (client/day specific)
- Employee referral bonus.
- A hybrid work environment

**Job Types**: Full-time, Permanent

**Salary**: From $65,000.00 per year

**Benefits**:

- Company events
- Dental care
- Extended health care
- Life insurance
- On-site gym
- RRSP match
- Vision care
- Wellness program
- Work from home

Schedule:

- Monday to Friday

Application question(s):

- Are you willing to undergo a background check, in accordance with local law/regulations?
- How many years of work experience do you have with Microsoft Excel?
- Do you have experience working within a law firm?

**Experience**:

- Trust: 1 year (preferred)

Work Location: Hybrid remote in Toronto, ON M5H 0B4

  • Trust Officer

    3 weeks ago

    Toronto, Canada CIBC Full time

    Join to apply for the Trust Officer role at CIBC. 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 ambitions, empowering you at work. You will make a meaningful impact and be truly valued for who...

  • Trust Officer

    6 days ago

    Toronto, Canada CIBC Full time

    Join to apply for the Trust Officer role at CIBC. 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 ambitions, empowering you at work. You will make a meaningful impact and be truly valued for who...

  • Trust Officer

    5 days ago

    Toronto, Canada CIBC Full time

    Join to apply for the Trust Officer role at CIBC . 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 ambitions, empowering you at work. You will make a meaningful impact and be truly valued for who...

  • Senior Trust Officer

    2 weeks ago

    Toronto, Canada King Street Associates Full time

    Senior Trust OfficerToronto, ONWorking within the Trust Services Team, the Senior Trust Officer will report to the AVP, Trust Services. You are a goal-oriented team player capable of managing a book of estate and trust accounts, while acting as a role model to the Trust Officers and Trust Administrators on the team. You will ensure the ongoing delivery of...

  • Executive Trust Officer

    4 weeks ago

    Toronto, 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. What You’ll Be Doing As the Executive Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves...

  • Executive Trust Officer

    4 weeks ago

    Toronto, 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. What You’ll Be Doing As the Executive Trust Officer, you will be responsible for the ongoing account management and administration of Estates, Trusts and Powers of Attorney. This involves...

  • Trust Banking Officer

    14 minutes ago

    Toronto, On, Canada SGGG Fund Services Inc. Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Investor Services department. This entry-level role involves providing back-office administration and support to investment fund managers by making wire payments, processing EFTs, and reconciling

  • Associate Trust Officer

    1 week ago

    Toronto, 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...

  • Executive Trust Officer

    1 week ago

    Toronto, 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 Banking Officer

    2 weeks ago

    Toronto, Canada SGGG Fund Services Inc Full time

    SGGG Fund Services Inc. is hiring a Trust Banking Officer for its Unitholder Recordkeeping (URK) department. The role involves providing back-office administration and support to investment fund managers by making wire payments, EFTs, and reconciling account statements. This is an entry level role. **Core Responsibilities** - Prepare daily reconciliations...