trust officer

Government of Canada - Western; Vancouver; On-site; CAD 80,000 - 100,000; Full time

Job summary

A government agency in Canada is seeking a qualified candidate to monitor client investments and analyze financial records. The ideal candidate will have a Bachelor's degree and 3-5 years experience. Responsibilities include ensuring compliance with regulations and coordinating with departments. The role requires proficiency in MS Office and excellent communication skills. This position will be performed on-site in the Vancouver area and offers health benefits.

Benefits

Disability benefits

Health care plan

Other benefits

Qualifications

• 3 years to less than 5 years of experience.
• Knowledge of wealth management and accounting is preferred.
• Computer and technology knowledge is essential.

Responsibilities

• Monitor client investments.
• Analyze clients' financial records.
• Review and ensure compliance with regulations.
• Disburse trust monies.
• Co-ordinate work activities with other departments.
• Assist with record management.

Skills

Attention to detail

Excellent oral communication

Excellent written communication

Dependability

Team player

Education

Bachelor's degree

Tools

MS Office

Data administration

Job description

Overview

Languages

English

Education

• Bachelor's degree

Experience

3 years to less than 5 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work setting

• Trust company

Responsibilities

• Monitor client investments
• Analyze clients' financial records
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Disburse trust monies
• Co-ordinate work activities with other departments
• Co-ordinate administrative services
• Answer inquiries from clients and other company personnel
• Work with on-line accounts and systems
• Store, update and maintain databases
• Establish work priorities and ensure procedures are followed and deadlines are met
• Assist with record management

Experience and specialization

Computer and technology knowledge

• MS Office
• Data administration

Area of specialization

• Wealth management
• Accounting

Additional information Work conditions and physical capabilities

• Fast-paced environment
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Judgement
• Organized
• Team player

Benefits Health benefits

• Disability benefits
• Health care plan

Other benefits

• Other benefits