Job Description
Elevate your career as a Trust Officer in Toronto, working in a hybrid model that combines remote and in-person tasks. Your focus will be on trust fund administration and individualized financial planning.
This permanent, full-time position involves managing client trust accounts and developing financial strategies that align with their goals. You'll also play a key role in ensuring that all financial practices comply with applicable regulations.
Key Responsibilities: • Administer corporate and charitable trust funds • Identify and assess clients' financial objectives • Develop personalized financial solutions • Ensure compliance within financial institutions • Manage multiple trusts and their investments
Requirements: • High accuracy in financial administration • Strong initiative and interpersonal skills • Organized and capable of handling pressure • Must be a resident authorized to work in Canada • Ability to maintain a large caseload
Lead financi...
This permanent, full-time position involves managing client trust accounts and developing financial strategies that align with their goals. You'll also play a key role in ensuring that all financial practices comply with applicable regulations.
Key Responsibilities: • Administer corporate and charitable trust funds • Identify and assess clients' financial objectives • Develop personalized financial solutions • Ensure compliance within financial institutions • Manage multiple trusts and their investments
Requirements: • High accuracy in financial administration • Strong initiative and interpersonal skills • Organized and capable of handling pressure • Must be a resident authorized to work in Canada • Ability to maintain a large caseload
Lead financi...