Job Description
Job details
- Location 121 King St W #300, Toronto, ON suite 300 Toronto , ON M5H 3T9
- Work location Hybrid
- Salary 75,000 annually / 40 hours per week
- Terms of employment Permanent employment Full time
Work must be completed both in person and remotely.
Responsibilities
- Administer charitable or corporate trust funds
- Administer estate or personal trust funds
- Identify clients' financial goals and objectives
- 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
- Fast-paced environment
- Work under pressure
- Large caseloa...