SGGG Fund Services Inc. is hiring
Trust Officer with LMIA

Languages

• English

Education

• Bachelor's degree

Experience

• 1 year to less than 2 years

Hybrid

• Work must be completed both in person and remotely.

Tasks

• Administer charitable or corporate trust funds
• Administer estate or personal trust funds
• Identify clients' financial goals and objectives
• Analyze clients' financial records
• 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 and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Health benefits

• Dental plan
• Disability benefits
• Health care plan

Financial benefits

• Pension plan

Other benefits

• Other benefits
• Travel insurance