Trust officer
Kibbi Technologies Inc.
LANGUAGES
English
EDUCATION
- College/CEGEP
- or equivalent experience
EXPERIENCE
5 years or more
HYBRID
Work must be completed both in person and remotely.
WORK SETTING
- Investment firm
TASKS
- Administer charitable or corporate trust funds
- Administer estate or personal trust funds
- Identify clients' financial goals and objectives
- Monitor client investments
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
COMPUTER AND TECHNOLOGY KNOWLEDGE
- MS Office
AREA OF SPECIALIZATION
- Financial planning
- Financial examination
- Investment underwriting
- Trust and estate administration
- Wealth management
- Accounting
SECURITY AND SAFETY
- Criminal record check
WORK CONDITIONS AND PHYSICAL CAPABILITIES
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
PERSONAL SUITABILITY
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Due diligence
HEALTH BENEFITS
- Dental plan
- Disabled benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits
FINANCIAL BENEFITS
- Group insurance benefits
OTHER BENEFITS
- Other benefits
Reference: WJ-291_11084214