Overview

Languages
English

Education
Bachelor's degree
Experience
3 years to less than 5 years

Work setting
Trust company

Responsibilities

Tasks
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

Please send your resume/CV