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Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
5-7 yrs required
Assistant Trust Officer Duties: Will be responsible for liaising with respective Relationship Managers in the provision of information/execution of transactions and problem resolution. Managing all associated risks and escalating as appropriate. Preparing and presenting periodic administrative reviews of trusts and companies as required both internally and externally. Liaising with internal partners (Client Reporting/Fee Billing/Document Management) to ensure the accurate and timely management of associated client billing and secured document storage. Liaising with internal Compliance/Business Risk Management departments and external auditors/regulators as required to ensure adherence to all internal policies/procedures and external regulatory requirements. Ongoing updating and maintenance of the internal trust administration system as it relates to account management. Performing projects as assigned.
Qualification and Experience
Requirements: A Bachelor’s degree (law degree / Business Administration / Accounting preferable); STEP (Society of Trust and Estate Professionals) qualifications are an asset. Must have 5-7 years of trust and fiduciary industry experience. Sound knowledge of fundamental trust law, company law and related administrative practice. Basic understanding and working knowledge of accounting concepts and their applications and basic knowledge and understanding of investment instruments and credit concepts. Fundamental knowledge of banking products and their application in overall management and administration of wealth; Ability to analyze and evaluate basic investment summaries, accounting statements and banking products related documentation. Good Spanish/Portuguese language skills an asset. Willingness to travel may be required.
Ref. # 15030480.
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