Cidel Trust Company
Calgary, AB
Posté hier
Détails de l'emploi :
95 000 $ / année
Temps plein
Expérimenté
Avantages :
Assurance maladie
Overview
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
- Education: College/CEGEP
- Experience: 5 years or more
- or equivalent experience Work setting
- Investment firm Tasks
- Administer charitable or corporate trust funds
- Administer estate or personal trust funds
- Identify clients' financial goals and objectives
- Monitor client investments
- Analyze clients' financial records
- Develop financial plans for clients
- Arrange for sale of financial products and investments
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits Computer and technology knowledge
- MS Office Area of specialization
- Financial planning
- Financial examination
- Investment underwriting
- Trust and estate administration
- Wealth management
- Accounting Security and safety
- Criminal record check Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Due diligence Screening questions
- Are you authorized to work in Canada?
- Do you have experience working in this field? Employment terms options
- Morning Employment terms options
- Day Workplace information
- Hybrid Health benefits
- Dental plan
- Disability benefits
- Health care plan
- Paramedical services coverage
- Vision care benefits Financial benefits
- Group insurance benefits Other benefits
- Other benefits
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