trust officer

Education: Bachelor's degree. Tasks: Administer charitable or corporate trust funds. Administer estate or personal trust funds. Identify clients' financial goals and objectives. Analyze clients' financial records. Develop financial plans for clients. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Dependability. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Experience: 1 year to less than 2 years. Employment terms options: Day. Workplace information: Hybrid. Health benefits: Dental plan. Disability benefits. Health care plan. Financial benefits: Group insurance benefits. Life insurance. Pension plan. Registered Retirement Savings Plan (RRSP). Long term benefits: Maternity and parental benefits. Tax-Free Savings Account (TFSA). Other benefits: Deferred Profit Sharing Plan (DPSP). On-site amenities. Other benefits. Paid time off (volunteering or personal days). Team building opportunities. Travel insurance. Wellness program. Location 121 King St W #300, Toronto, ON Toronto , ON M5H 3T9 Work location Hybrid Salary $ 75,000 to $ 78,000 YEAR annually (To be negotiated) / 40 hours per week Terms of employment Permanent employment Full time Day Starts as soon as possible Benefits: Health benefits, Financial benefits, Long term benefits, Other benefits vacancies 1 vacancy Source Job Bank #3640475 Various locations 121 King St W #300, Toronto, ON