LANGUAGES English
EDUCATION College/CEGEP
or equivalent experience
EXPERIENCE 5 years or more
HYBRID Work must be completed both in person and remotely.
WORK SETTING Investment firm
TASKS Administer charitable or corporate trust funds
Administer estate or personal trust funds
Identify clients' financial goals and objectives
Monitor client investments
Analyze clients' financial records
Develop financial plans for clients
Arrange for sale of financial products and investments
Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Negotiate with corporations and government to determine the type and terms of new securities issue
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits




COMPUTER AND TECHNOLOGY KNOWLEDGE MS Office
AREA OF SPECIALIZATION Financial planning
Financial examination
Investment underwriting
Trust and estate administration
Wealth management
Accounting
SECURITY AND SAFETY Criminal record check
WORK CONDITIONS AND PHYSICAL CAPABILITIES Quick-paced environment
Work under pressure
Tight deadlines
Attention to detail
PERSONAL SUITABILITY Accurate
Dependability
Efficient interpersonal skills
Excellent oral communication
Excellent written communication
Initiative
Interpersonal awareness
Judgement
Organized
Due diligence
HEALTH BENEFITS Dental plan
Disabled benefits
Health care plan
Paramedical services coverage
Vision care benefits
FINANCIAL BENEFITS Group insurance benefits
OTHER BENEFITS Other benefits

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📌 Trust officer (Alberta)
🏢 Kibbi Technologies
📍 Alberta