Senior Trusts & Estates Officer

B. Riley Farber; Calgary, Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading private bank in Canada is seeking a Senior or Junior Trust and Estate Officer in Calgary. This role involves managing trusts and estates, ensuring compliance, and collaborating with various departments. Ideal for experienced professionals looking for growth in a supportive environment.

Qualifications

• 3-8+ years of relevant trust and estate administration experience.

Responsibilities

• Efficient administration of trusts and estates.
• Ensure compliance with governing laws.
• Collaborate with Wealth Management department.

Skills

Communication

Interpersonal Skills

Resourcefulness

Computer Skills

Education

Law Degree

Post-secondary Education

STEP Accreditation

Job description

About Cidel

Cidel is a Canadian-based global private bank that designs and implements customized financial solutions to help clients build, preserve, and transfer their wealth. With a strategic network of operations in Canada and internationally, Cidel offers a broad range of investment, trust, and structuring capabilities, providing clients with solutions that are global, innovative, transparent, and compliant. Cidel is recognized as a dedicated, high-caliber advisor with exceptional, longstanding relationships in private banking and trust.

Cidel Trust Company, a federally regulated trust company and part of the Cidel group, acts as a corporate trustee and executor for high-net-worth individuals. We are seeking experienced and qualified candidates for the role of Senior or Junior Trust and Estate Officer in our Toronto or Calgary office.

About you

Are you a quick learner who works well in a team? Are you a lawyer seeking a better work-life balance and looking to leverage your trust and estates experience in a supportive organization? If so, this is an exciting career opportunity.

Cidel aims to hire an experienced professional to drive the growth of its Trust business. The role is based in Toronto or Calgary and offers the chance to join a rapidly expanding global wealth management firm with room to grow and influence the trust team.

You will be responsible for the efficient administration of trusts, estates, and related entities, ensuring compliance with governing laws, understanding Cidel Trust’s responsibilities, and managing potential risks. You will collaborate with other departments, such as Wealth Management, and work autonomously as a senior team member.

This position offers the opportunity to join an employee-owned, entrepreneurial, and leading private bank.

Qualifications

• 3-8+ years of relevant trust and estate administration experience
• Post-secondary education; a law degree or legal background is an asset
• STEP accreditation
• Strong computer skills
• Excellent communication and interpersonal skills
• Ability to work independently and within a team
• High initiative and resourcefulness

Please apply immediately and confidentially. A competitive compensation package is offered.