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 PERKS

Group insurance benefits OTHER BENEFITS

Other benefits

📌 Trust officer (Winnipeg)
🏢 Kibbi Technologies
📍 Winnipeg