Trust Officer

Vancouver, BC, CA, Canada

Job Description

Education: Experience:

Education

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Bachelor's degree

Work setting

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Trust company

Tasks

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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

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MS Office Data administration

Area of specialization

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Wealth management Accounting

Work conditions and physical capabilities

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Fast-paced environment Attention to detail

Personal suitability

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Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Judgement Organized Team player

Screening questions

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Are you authorized to work in Canada?

Experience

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3 years to less than 5 years

Health benefits

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Disability benefits Health care plan

Other benefits

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Other benefits Duree de l'emploi: Permanent Langue de travail: Anglais * Heures de travail: 32.5 hours per week

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Job Detail

  • Job Id
    JD3032363
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Vancouver, BC, CA, Canada
  • Education
    Not mentioned