trust officer

SGGG Fund Services Inc.; Toronto; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

Une entreprise de services financiers à Toronto recherche un employé pour le service clientèle. Vous serez responsable de la réconciliation des comptes, de la production de rapports, et d'autres tâches financières dans un environnement rapide. Une attention au détail et des compétences en communication sont essentielles. Ce poste offre des conditions de travail hybrides et divers avantages sociaux.

Benefits

Plan dentaire

Couverture des services paramédicaux

Plan de soins de santé

Couverture des soins de vision

Programme de bien-être

Assurance groupe

Régime de pensions

Régime d'épargne retraite

Possibilités de bénévolat

Formation de mentorat

Qualifications

• Doit avoir une attention au détail.
• Expérience dans le service clientèle est un atout.
• Travaille dans un environnement rapide avec des délais serrés.

Responsibilities

• Réconcilier les comptes.
• Produire des rapports.
• Autoriser les paiements par chèque.
• Préparer des factures et des dépôts bancaires.
• Recevoir et émettre des paiements.

Skills

Précision

Dépendabilité

Compétences interpersonnelles efficaces

Excellente communication orale

Excellente communication écrite

Organisation

Travail en équipe

Diligence

Education

Certificat de diplôme d'études secondaires

Tools

MS Office

MS Excel

Job description

Position information

• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 40 to 44 hours per week

Education

• Secondary (high) school graduation certificate

Work setting

• On-site customer service
• Financial services industry
• Head office
• Private sector

Tasks

• Reconcile accounts
• Produce reports
• Authorize payments by cheque
• Prepare invoices and bank deposits
• Receive and issue payments

Computer and technology knowledge

• MS Office
• MS Excel

Technical or specialized editing

• Financial reports

Area of specialization

• Financial investigation
• Trust and estate administration

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Tight deadlines
• Attention to detail
• Repetitive tasks

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Organized
• Team player
• Due diligence

Screening questions

• Are you currently legally able to work in Canada?
• Do you currently reside in proximity to the advertised location?
• Do you have previous experience in this field of employment?
• Do you have the necessary equipment for remote work (i.e. internet, home office, etc.)?

Experience

• Experience an asset

Green job

• Involves duties and responsibilities that lead to positive environmental outcomes

Workplace information

• Hybrid

Health benefits

• Dental plan
• Disability benefits
• Health care plan
• Paramedical services coverage
• Vision care benefits

Financial benefits

• Bonus
• Group insurance benefits
• Life insurance
• Pension plan
• Registered Retirement Savings Plan (RRSP)

Long term benefits

• Long-term care insurance
• Maternity and parental benefits
• Tax-Free Savings Account (TFSA)

Other benefits

• On-site amenities
• Paid time off (volunteering or personal days)
• Team building opportunities
• Wellness program

Support for persons with disabilities

• Provides awareness training to employees to create a welcoming work environment for persons with disabilities
• Applies accessible and inclusive recruitment policies that accommodate persons with disabilities

Support for newcomers and refugees

• Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and / or refugees
• Does not require Canadian work experience

Support for youths

• Participates in a government or community program or initiative that supports youth employment
• Offers on-the-job training tailored to youth
• Offers mentorship, coaching and / or networking opportunities for youth
• Provides awareness training to employees to create a welcoming work environment for youth

Supports for visible minorities

• Participates in a government or community program or initiative that supports members of visible minorities
• Applies hiring policies that discourage discrimination against members of visible minorities (for example : anonymizing the hiring process, etc.)
• Offers mentorship programs that pair members of visible minorities with experienced employees
• Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities