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Trust Officer Jobs

Svp, Personal Trust Services & Operations
By Franklin Templeton At Toronto, Ontario, Canada
Excellent written and verbal communication / relationship management skills
Excellent organization and time management skills
Risk Assessment: Conduct thorough risk assessments for estates under management, identifying potential issues and implementing appropriate risk mitigation strategies.
Work with Portfolio Managers to provide client service and relationship management to Investment, Trust and Estate clients.
Solid understanding of modern portfolio theory and investment management disciplines
Continuing specialist education to remain current in Estate and Trust field of expertise.
Trust And Safety Specialist
By MindGeek At Montreal, Quebec, Canada
Excellent time management skills and adaptable to ensure team efficiency and deliverables are met.
Minimum 1 year experience in the internet trust & safety space (Experience in reviewing, documenting, and tracking legal requests is preferred).
Experience in escalating potential problems and anomalies as they arise, and in communicating the aforementioned in an effective manner.
Experience working with a large volume of tasks and projects on a daily basis.
Paralegal education and/ or training
Review and process requests from legal or law enforcement authorities for content and/or user information in an accurate, efficient, and timely
Administrative Assistant, Cibc Trust
By CIBC At Toronto, Ontario, Canada

Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.

What You Need To Know

Senior Trust Officer And Director
By BMO At Toronto, Ontario, Canada
Leads/oversees the management of vendor relationships and provides guidelines for execution; ensures that all agreements are met as per requirements.
In-depth / expert knowledge of Trust Tax, Trust Accounting and Investment Management
Seasoned professional with a combination of education, experience and industry knowledge.
Provides day to day technical support team members responsible for fiduciary account management.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Executive Trust Officer [Td Bank]
By CareerBeacon At Toronto, Ontario, Canada
Uphold relationship management of the largest and technical client accounts
Exercise care, judgment and discretion involving a range of account management needs including tax, investment, administrative services and partner documentation
Anticipate, identify and interpret emerging issues, market trends and evolving regulatory requirements to apply this knowledge to serve clients' needs
Build comprehensive advice plans for clients through integrated knowledge of the Bank's other areas and strategy
Undergraduate degree with over 8 years of relevant work experience
Substantial knowledge in a complex field as well as of broader related areas
Trust Administrator, Central Support Group
By RBC Wealth Management At Toronto, Ontario, Canada
Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
Minimum of one year of experience in the financial services industry
Intermediate to advanced Microsoft Excel and Word skills
Exceptional written and verbal communication skills
Excellent interpersonal skills and ability to deal with internal partners in a professional manner
Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others
Trust & Safety Analyst Jobs
By MavTek Inc. At Montreal, Quebec, Canada
You have at least one year of experience in a customer-facing role, preferably in an ecommerce environment
Excellent organizational and communication skills
Competitive salary & generous vacation packages 
RRSP & DPSP plan to help you prepare for your future
Home office subsidy, in addition to the essentials including laptop & accessories
An environment where you can grow and gain opportunities for development and advancement
Trust & Safety Lead Jobs
By OpenPhone At Canada
Experience in trust and safety, risk management, or related fields
Strong analytical and problem-solving skills, with the ability to analyze large data sets and identify trends
Excellent written and verbal communication skills, with the ability to communicate complex issues to a variety of audiences
Knowledge of relevant industry regulations and standards, such as the Federal Communications Commission (FCC) regulations, is a plus
Develop and implement strategies to prevent, detect, and mitigate carrier fraud and violations
Monitor and investigate user activity to identify and mitigate potential safety and security risks
Trust Associate Jobs
By Scotiabank At Barrie, Ontario, Canada
Strong time management skills and a proven ability to multi-task
Working knowledge of asset management and administrative procedures
Administration and Relationship Management Support
Skills Experience And Functional Competencies
Education / Experience / Other Information
Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Zero Trust Business Analyst
By PwC Canada At Toronto, Ontario, Canada
Work with a dynamic and geographically spread group of stakeholders and management to track, evaluate and determine completeness of tasks
Writing, communicating, facilitating and presenting cogently; to and/or for all levels of audiences, and internal staff and management
Experiences And Skills You’ll Use To Solve
This is a remote position, requiring the ability to work virtually.
Develop relationships with many individuals across different levels in the organization and skill sets, and drive outcomes collaboratively
Experience with Microsoft development tools and M365 environments and applications
Trust Administrator Jobs
By CIBC At Vancouver, British Columbia, Canada
You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision making.
Accurately opening New Accounts, including preparing initial letters to third parties as requested.
Ensure all account information on internal systems is up-to-date, complete, and accurate.
Maintain dairies to ensure fixed remittances are processed in a timely manner
Daily prepare cheques, wires and deposits for client accounts as well as process other account transactions.
Understand and follow all CIBC processes and policies as required.
Trust Officer Jobs
By RBC Wealth Management At Toronto, Ontario, Canada
Responsible for overall client relationship management and acting as the representative of the client portfolio
Previous experience or general knowledge of estate and trust related administration
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
2 - 4 years of related experience
Possess or working towards STEP Certification/Designation
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Trust Officer- En Jobs
By RBC Wealth Management At Montréal-Ouest, Quebec, Canada
Responsible for overall client relationship management and acting as the representative of the client portfolio
Previous experience or general knowledge of estate and trust related administration
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet the needs and goals of clients
2 to 4 years of related experience
Possess or working towards STEP Canada certification/designation
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Associate Trust & Safety Specialist
By Wattpad At Toronto, Ontario, Canada
3-7 years of life experience; this can encompass more than paid: work experience and volunteering or education.
You have demonstrated capabilities and are comfortable in reviewing and discussing content which may be difficult and/or toxic.
Technical knowledge, familiarity with Google Suite is an asset, but not strictly necessary for this role.
Understand Wattpad’s Content Guidelines/Code of Conduct and enforce them by reviewing content reported by Wattpad’s community.
Participate in creating and contributing to safety policies at Wattpad.
Ability to identify trends (on and off Wattpad).
Trust & Safety Analyst Jobs
By Nextdoor At Toronto, Ontario, Canada
At least 3 years of experience in data analytics roles
Demonstrated experience influencing decision makers of varying levels and creating recommendations backed by data
Experience with Salesforce Service Cloud
Experience working in Trust and Safety, moderation, and/or investigations experience such as account misuse and guideline violations
Excellent problem solving, analytical, and presentation skills, with an exceptional ability to multitask and prioritize
Enhance our operational workflows via process improvements and identification of automation opportunities
Royal Trust Advisor Jobs
By RBC Wealth Management At Calgary, Alberta, Canada
4–7 years of related experience in the financial services industry and/or sales, including funnel management, tools and tracking
Previous experience or general knowledge of estate and trust related administration
Deepen customer loyalty while leveraging full RBC Group of Companies’ capabilities
Possess or working towards STEP Certification/Designation
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
Senior Royal Trust Advisor
By RBC At Calgary, Alberta, Canada
Create an exceptional client experience by providing superior service and comprehensive fiduciary solutions that meet client needs/goals
7–10 years of related experience
Previous experience in values-based selling
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities
Identify any referral opportunities to appropriate professionals across the RBC network and other Centers of Influences (COIs) where appropriate
Analyst, Depositor Solutions - Trust Operations | (2023-599)
By Canada Deposit Insurance Corporation (CDIC) | Société d'assurance-dépôts du Canada (SADC) At Ottawa, Ontario, Canada
The combination of skills, experience and education will be considered in lieu of a Master’s degree.
Effective interpersonal skills to interact with other CDIC departments, other financial safety-net players, member institutions and other key stakeholders.
Undertake research and analysis as required to support the ongoing application and assessment of the deposit insurance framework.
Provide trust deposits subject matter expertise to support CDIC resolution actions.
Participate in discussions with key external stakeholders and develop documentation and other materials to support these discussions.
Assist in the development of operational solutions that could be implemented by CDIC or by stakeholders directly.
Trust Officer - Calgary
By Cassels Brock & Blackwell LLP At Calgary, Alberta, Canada
The successful candidate must have the following education, experience and/or demonstrated skills:
Strong computer skills and experience with Microsoft Office Suite, particularly EXCEL.
Familiarity with ELITE 3E and online cash management banking software, an asset.
Previous experience in a similar role in a law firm is required
Detail oriented with good communication & organizational skills.
Knowledge of provincial law societies’ trust rules and regulations, an asset.
Trust Administrator Jobs
By RBC Wealth Management At Edmonton, Alberta, Canada
Strong organizational skills, meticulous attention to detail, and solid follow-through capabilities
Minimum of one year of experience in the financial services industry
Intermediate to advanced Microsoft Excel and Word skills
Exceptional written and verbal communication skills
Excellent interpersonal skills and ability to deal with sensitive and difficult client situations in a professional manner
Strong teamwork and relationship building skills as success in this role is dependent on working in cooperation with others

Are you looking for an exciting opportunity to make a difference in the lives of others? As a Trust Officer, you will have the chance to help people plan for their financial future and ensure their assets are managed responsibly. You will be responsible for administering trusts, managing investments, and providing financial advice to clients. If you are an experienced professional with a passion for helping others, this could be the perfect job for you!

Overview A Trust Officer is a professional who is responsible for managing and administering trusts, estates, and other fiduciary accounts. They are responsible for ensuring that the assets of the trust are managed in accordance with the wishes of the grantor and in compliance with applicable laws and regulations. Detailed Job Description Trust Officers are responsible for managing and administering trusts, estates, and other fiduciary accounts. They must ensure that the assets of the trust are managed in accordance with the wishes of the grantor and in compliance with applicable laws and regulations. They must also ensure that the trust is properly funded and that all taxes and other obligations are paid in a timely manner. Trust Officers must also be able to provide advice and guidance to the grantor and beneficiaries of the trust. Job Skills Required
• Knowledge of trust and estate law
• Knowledge of tax laws and regulations
• Knowledge of investment strategies
• Ability to manage and administer trusts
• Ability to provide advice and guidance
• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
Job Qualifications
• Bachelor’s degree in business, finance, accounting, or a related field
• Master’s degree in business, finance, accounting, or a related field preferred
• Professional certification in trust and estate law preferred
• 5+ years of experience in trust and estate law
Job Knowledge
• Knowledge of trust and estate law
• Knowledge of tax laws and regulations
• Knowledge of investment strategies
• Knowledge of financial planning
Job Experience
• 5+ years of experience in trust and estate law
• Experience in financial planning and investments
• Experience in managing and administering trusts
Job Responsibilities
• Manage and administer trusts, estates, and other fiduciary accounts
• Ensure that the assets of the trust are managed in accordance with the wishes of the grantor and in compliance with applicable laws and regulations
• Ensure that the trust is properly funded and that all taxes and other obligations are paid in a timely manner
• Provide advice and guidance to the grantor and beneficiaries of the trust
• Monitor investments and make recommendations for changes as needed
• Prepare and file all necessary tax returns and other documents
• Maintain accurate records and reports of all trust activities