trust officer

Job details

• Location 121 King St W #300, Toronto, ON suite 300 Toronto , ON M5H 3T9
• Work location Hybrid
• Salary 75,000 annually / 40 hours per week
• Terms of employment Permanent employment Full time

Work must be completed both in person and remotely.

Responsibilities

• Administer charitable or corporate trust funds
• Administer estate or personal trust funds
• Identify clients' financial goals and objectives
• Develop financial plans for clients
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Work conditions

• ...