Elevate your career as a Trust Officer in a hybrid role at an investment firm. Utilize your expertise in financial planning and trust administration to serve clients effectively.

This position requires a seasoned qualified with at least five years of experience, tasked with managing various trust funds and developing financial plans. You will play a critical role in monitoring investments, ensuring compliance with regulations, and negotiating terms for new securities issues.

Key Responsibilities:
• Administer charitable and corporate trust funds
• Identify and align with clients' financial goals
• Analyze financial records and develop plans
• Monitor client investments and compliance
• Negotiate with corporations on securities

Requirements:
• Minimum 5 years of relevant experience
• Proficiency in MS Office and financial planning
• Strong communication skills, both oral and written
• Detail-oriented with excellent judgment
• Criminal record check required

As a Trust Officer, your financial expertise will directly contribute to client success.
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📌 Hybrid Trust Officer at Investment Firm (Alberta)
🏢 Kibbi Technologies
📍 Alberta