trust officer

Overview Languages English

Education Bachelor's degree

Experience 3 years to less than 5 years

On site Work must be completed at the physical location. There is no option to work remotely.

Work setting Trust company

Responsibilities

Monitor client investments

Analyze clients' financial records

Review and examine financial services and institutions to ensure compliance with governing legislation and regulation

Disburse trust monies

Co-ordinate work activities with other departments

Co-ordinate administrative services

Answer inquiries from clients and other company personnel

Work with on-line accounts and systems

Store, update and maintain databases

Establish work priorities and ensure procedures are followed and deadlines are met

Assist with record management

Experience and specialization Computer and technology knowledge

MS Office Data administration

Area of specialization Wealth management Accounting

Additional information Work conditions and physical capabilities Fast-paced environment Attention to detail

Personal suitability

Accurate

Dependability

Efficient interpersonal skills

Excellent oral communication

Excellent written communication

Initiative

Judgement

Organized

Team player

Benefits Health benefits Disability benefits Health care plan

Other benefits Other benefits

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