SGGG Fund Services Inc.
Toronto, ON
Closed
This position has been closed and is no longer accepting applicants.
Job Details:
$75,000 / year
Full-time
Experienced
Benefits:
Health Insurance
Overview
- Education: Bachelor's degree
- Experience: 1 year to less than 2 years 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 Workplace information
- Hybrid Health benefits
- Dental plan
- Disability benefits
- Health care plan Financial benefits
- Pension plan Other benefits
- Other benefits
- Travel insurance
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
