Work Term: Permanent Work Language: English Hours: 40 hours per week Education: Bachelor''s degree Experience: 1 year to less than 2 years Tasks Administer charitable or corporate trust funds Administer estate or personal trust funds Identify clients'' financial goals and objectives Analyze clients'' financial records 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 and physical capabilities Fast-paced environment Work under pressure Tight deadlines Attention to detail Large caseload Personal suitability Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Interpersonal awareness Judgement Organized Team player Due diligence Employment terms options Day Workplace information Hybrid Health benefits Dental plan Disability benefits Health care plan Financial benefits Group insurance benefits Life insurance Pension plan Registered Retirement Savings Plan (RRSP) Long term perks Maternity and parental benefits Tax-Free Savings Account (TFSA) Other benefits Deferred Profit Sharing Plan (DPSP) On-site amenities Other benefits Paid time off (volunteering or personal days) Team building opportunities Travel insurance Wellness program

📌 trust officer (Toronto)
🏢 SGGG Fund Services
📍 Toronto