Senior Trust Banking Officer - Hybrid/Remote

SGGG Fund Services Inc.; Toronto; Hybrid; CAD 75,000 - 78,000; Full time

Benefits offered by this job

Discretionary bonuses

Extended Medical Insurance

Dental Insurance

Disability Insurance

Pension Plan

Health spending account

Lifestyle spending account

AD&D Insurance

Critical Illness Insurance

Travel Insurance

Parental top up

Learning opportunities

Job summary

SGGG Fund Services Inc. is seeking a Senior Trust Banking Officer in Toronto, Ontario for a full-time, permanent role within the Investor Services department.

The position involves back-office administration, wire payments, EFTs, and reconciling account statements, with hybrid remote work options and a 40-hour work week. The successful candidate will have a bachelor’s degree, 1+ year in trust banking or 3 years in wire payments/reconciliation, strong Excel skills, and excellent communication.

Qualifications

• Bachelor’s degree in business administration, commerce, economics or related field.
• 1+ year as a trust banking officer or 3 years of wire payments processing/reconciliation experience.
• Intermediate Excel skills (sum columns, basic formulas, sorting).
• Clear and fluent communication (written, verbal).
• Proven client relationship skills and attention to detail.

Responsibilities

• Prepare and review daily reconciliations of trust accounts and investigate breaks.
• Produce and deliver settlement reports for complex clients or manual calculations.
• Administer and reconcile bank accounts related to settlements.
• Prepare or review wire/EFT payments and distribution reports.
• Process transactions and record investment income and disbursements.
• Issue cheques for invoices and payments.
• Investigate settlement discrepancies and coordinate resolutions with clients.
• Monitor the Trust Banking inbox and delegate tasks as needed.
• Provide monthly statements to clients and fund valuators.
• Train staff on Trust Banking operations and support leadership.

Skills

Communication skills

Time management

Attention to detail

Relationship building

Intermediate math

Education

Bachelor’s degree in business administration, commerce, economics or related field

Tools

Excel

Fundserv

Diamond settlement reports

Job description

SGGG Fund Services Inc. is seeking a Senior Trust Banking Officer in Toronto, Ontario for a full-time, permanent role within the Investor Services department.

The position involves back-office administration, wire payments, EFTs, and reconciling account statements, with hybrid remote work options and a 40-hour work week. The successful candidate will have a bachelor’s degree, 1+ year in trust banking or 3 years in wire payments/reconciliation, strong Excel skills, and excellent communication.