SGGG Fund Services Inc.
Toronto, ON
Posted 12 days ago
Job Details:
$75,000 - $78,000 / year
Full-time
Experienced
Benefits:
Health Insurance
Paid Time Off
Life Insurance
Stock/Profit Share
Overview
- Job Duration: Permanent
- Language of Work: English
- Hours of Work: 40 hours per week
- Education:
- Experience: Education
- Bachelor's degree 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 Experience
- 1 year to less than 2 years Employment terms options
- Day Workplace information
- Hybrid Health benefits
- Dental plan
- Disability benefits
- Health care plan Financial benefits
- Group insurance benefits
- Life insurance
- Pension plan
- Registered Retirement Savings Plan (RRSP) Long term benefits
- Maternity and parental benefits
- Tax-Free Savings Account (TFSA) Other benefits
- Deferred Profit Sharing Plan (DPSP)
- On-site amenities
- Other benefits
- Paid time off (volunteering or personal days)
- Team building opportunities
- Travel insurance
- Wellness program
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