--------- 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
Computer and technology knowledge
------------------------------------- MS Office
Data administration
--------------------------------------------- Fast-paced environment
Attention to detail
Personal suitability
------------------------ Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Judgement
Organized
Team player
Screening questions
----------------------- Are you authorized to work in Canada?
Experience
-------------- 3 years to less than 5 years
Health benefits
------------------- Disability benefits
Health care plan
Other benefits
------------------ Other benefits
Duree de l'emploi: Permanent
Langue de travail: Anglais
* Heures de travail: 32.5 hours per week
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