Job Description
Elevate your career as a Trust Officer in Toronto, working in a hybrid model that combines remote and in-person tasks. Your focus will be on trust fund administration and individualized financial planning.
This permanent, full-time position involves managing client trust accounts and developing financial strategies that align with their goals. You'll also play a key role in ensuring that all financial practices comply with applicable regulations.
Key Responsibilities:
• Administer corporate and charitable trust funds
• Identify and assess clients' financial objectives
• Develop personalized financial solutions
• Ensure compliance within financial institutions
• Manage multiple trusts and their investments
Requirements:
• High accuracy in financial administration
• Strong initiative and interpersonal skills
• Organized and capable of handling pressure
• Must be a resident authorized to work in Canada
• Ability to maintain a large caseload
Lead f...
This permanent, full-time position involves managing client trust accounts and developing financial strategies that align with their goals. You'll also play a key role in ensuring that all financial practices comply with applicable regulations.
Key Responsibilities:
• Administer corporate and charitable trust funds
• Identify and assess clients' financial objectives
• Develop personalized financial solutions
• Ensure compliance within financial institutions
• Manage multiple trusts and their investments
Requirements:
• High accuracy in financial administration
• Strong initiative and interpersonal skills
• Organized and capable of handling pressure
• Must be a resident authorized to work in Canada
• Ability to maintain a large caseload
Lead f...