Overview

Work location: Hybrid

Salary: 95,000 annually / 40 hours per week

Terms of employment: Permanent employment, Full time

Work must be completed both in person and remotely.

Responsibilities

• Administer charitable or corporate trust funds
• Administer estate or personal trust funds
• Identify clients' financial goals and objectives
• Monitor client investments
• 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 current 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 ...