Trust Officer - Remote/Hybrid, Client & Compliance Lead

Fnbc

Saskatoon

Hybrid

CAD 92,000 - 133,000

Full time

3 days ago
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Job summary

First Nations Bank of Canada is hiring a Trust Officer. This full-time permanent role focuses on delivering high-quality trust client services, preparing meeting agendas and minutes, and maintaining compliance across client engagements.

The Trust Officer will serve clients across Canada, with remote work options and hybrid opportunities from Saskatoon or Vancouver. Strong Excel/Word/PowerPoint skills and 3–5 years of related experience are preferred.

Qualifications

  • Professional and/or industry accreditation preferred but not required; business administration degree noted.
  • Advanced fluency with Excel, Word and PowerPoint.
  • Minimum of 3-5 years of related experience.

Responsibilities

  • Act as the central point of contact for assigned clients, often traveling to trust-related meetings.
  • Provide best-in-class, compliant client experience to trustees, Leadership and Members.
  • Collaborate with the FNB Trust team and support staff.
  • Oversee preparation of client meeting agendas, packages and accurate minutes.
  • Prepare client presentations, quarterly and annual reports, and communications to Members.
  • Provide trust-related training to Trustees, Leadership and Membership.
  • Review and execute client investment contracts and policies.
  • Limit risk by ensuring services comply with policies and controls.
  • Maintain knowledge of legislative and economic issues impacting accounts.
  • Adhere to privacy, confidentiality, and data management policies.

Education

Business administration degree
CPA/CFA/CIM

Tools

Excel
Word
PowerPoint

Job description

First Nations Bank of Canada is hiring a Trust Officer. This full-time permanent role focuses on delivering high-quality trust client services, preparing meeting agendas and minutes, and maintaining compliance across client engagements.

The Trust Officer will serve clients across Canada, with remote work options and hybrid opportunities from Saskatoon or Vancouver. Strong Excel/Word/PowerPoint skills and 3–5 years of related experience are preferred.

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