Trust Officer

ImpactAlpha Inc.; Saskatoon; On-site; CAD 70,000 - 90,000; Full time

Job summary

First Nations Bank of Canada in Saskatoon seeks a Trust Officer to lead client relations for Indigenous communities and oversee meeting packages, minutes, and client communications, in alignment with FNB Trust guidelines.

You will collaborate with the Trust Legal Officer and Client Operations, prepare trustee materials, monitor regulatory compliance, and help manage risk while maintaining audit standards.

Qualifications

• Undergraduate degree in business administration.
• 3–5 years of related experience.
• Advanced level of fluency in Excel, Word and PowerPoint.
• Professional and/or industry accreditation such as CPA, CFA or CIM (preferred).
• Indigenous status preferred (First Nations, Métis, or Inuit).

Responsibilities

• Act as the central point of contact for assigned clients and travel to various trust-related meetings as needed.
• Provide best-in-class and compliant client experiences to trustees, leadership, and members.
• Work closely with the FNB Trust team including the Trust Legal Officer, Client Operations team, and Senior Trust and Client Operations Officer.
• Oversee the preparation of client trustee and/or leadership meeting agendas and packages.
• Ensure minutes are taken and finalized in alignment with FNB Trust minute guidelines and templates.
• Oversee the timely and accurate preparation of client presentations, quarterly and annual reports.
• Prepare communications to Members and any other correspondence needed for servicing assigned clients.
• Provide trust-related training to clients including Trustees, Leadership and Membership.
• Oversee the review and execution of client investment advisor and investment manager contracts.
• Review and oversee client investment policies.
• Limit risk exposure by ensuring Trust client services are carried out proactively and in compliance with defined policies and procedures.
• Maintain compliance with audit and internal control standards.
• Maintain expert knowledge of legislative, administrative and economic issues impacting account management.
• Communicate on a broad range of legal and financial issues with clients and their advisors.
• Abide by FNB Trust’s and FNBC’s policies and procedures related to conflicts of interest, privacy, confidentiality and data management.
• Participate in intra and inter-departmental meetings as requested.

Skills

Excel

Word

PowerPoint

Education

Undergraduate degree in business administration

Job description

About First Nations Bank of Canada

First Nations Bank of Canada is a federally chartered bank that serves as a leader in the Indigenous financial services sector. With over 91% Indigenous ownership and control, FNBC is primarily focused on providing comprehensive financial services to the Indigenous marketplace across Canada. The bank is headquartered in Saskatoon, Saskatchewan, and has established itself as a significant employer within the region, having been recognized as one of Saskatchewan’s Top Employers. FNBC operates a workforce comprised of more than 63% Indigenous employees distributed across multiple locations throughout Canada. The organization is dedicated to advocating for the growth of the Indigenous economy and advancing the economic well-being of Indigenous peoples. This commitment is reflected in both its corporate structure and operational priorities. FNB Trust, a wholly owned trust company subsidiary of FNBC, specializes in delivering Indigenous Trust Services to Indigenous governments and organizations across Canada. FNB Trust operates with a mission to strengthen the capacity of its customers in alignment with FNBC’s broader objective of fostering long-term economic well-being for Indigenous Peoples. The trust company provides specialized services tailored to the unique governance and fiduciary needs of Indigenous communities and institutions.

About this Role

The Trust Officer role offers a full-time opportunity based out of FNBC’s head office located on the Yellow Quill First Nation’s reserve land in Saskatoon, Saskatchewan. This position is central to delivering high quality, ethical trust client services within FNB Trust operations. As a Trust Officer, you will serve as the primary point of contact for assigned clients and will be responsible for preparing comprehensive client meeting agendas and materials. You will record minutes in an accurate, efficient and timely manner, ensuring that client relationships are maintained on track and in good standing. This role requires close collaboration with the FNB Trust team, including the Trust Legal Officer, Client Operations team, and Senior Trust and Client Operations Officer, as well as support staff from FNBC and FNB Trust. You will be expected to oversee the preparation of trustee and leadership meeting packages, ensure minutes are finalized according to FNB Trust guidelines, and manage the preparation of client presentations, reports, and communications. The position involves maintaining expert knowledge of legislative, administrative and economic issues impacting trust account management, with particular proficiency in trust legal and regulatory frameworks. You will be responsible for proactively ensuring compliance with defined policies and procedures while limiting risk exposure through adherence to audit and internal control standards.

Responsibilities

• Act as the central point of contact for assigned clients and travel to various trust-related meetings as needed
• Provide best-in-class and compliant client experiences to trustees, leadership, and members
• Work closely with the FNB Trust team including the Trust Legal Officer, Client Operations team, and Senior Trust and Client Operations Officer
• Oversee the preparation of client trustee and/or leadership meeting agendas and packages
• Ensure minutes are taken and finalized in alignment with FNB Trust minute guidelines and templates
• Oversee the timely and accurate preparation of client presentations, quarterly and annual reports
• Prepare communications to Members and any other correspondence needed for servicing assigned clients
• Provide trust-related training to clients including Trustees, Leadership and Membership
• Oversee the review and execution of client investment advisor and investment manager contracts
• Review and oversee client investment policies
• Limit risk exposure by ensuring Trust client services are carried out proactively and in compliance with defined policies and procedures
• Maintain compliance with audit and internal control standards
• Maintain expert knowledge of legislative, administrative and economic issues impacting account management
• Communicate on a broad range of legal and financial issues with clients and their advisors
• Abide by FNB Trust’s and FNBC’s policies and procedures related to conflicts of interest, privacy, confidentiality and data management
• Participate in intra and inter-departmental meetings as requested

Requirements

• Undergraduate degree in business administration
• Minimum of 3-5 years of related experience
• Advanced level of fluency in using Excel, Word and PowerPoint
• Proven success in Indigenous client relationship management
• Professional and/or industry accreditation such as CPA, CFA or CIM (preferred but not required)
• Preference given to Indigenous peoples who are recognized members or descendants of First Nations, Métis, or Inuit peoples Indigenous to Canada

Benefits

• No specific benefits information provided in the job description