Overview
Languages
English
Education
- Bachelor's degree
Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Trust company
Responsibilities
Tasks
- Ensure plan openings, transfers and contributions are in compliance with all applicable CRA rules and company policies
- Monitor client investments
- Analyze clients' financial records
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Assist with record management
- Work with clients, issuers and Manager to coordinate the transactions, resolve issues and address inquiries.
- Independently handle client and issuer correspondence via phone, and written communications.
- Assist Manager in reviewing the Arm’s Length mortgage purchase and discharge documentation to ensure compliance with company’s internal checklists and provide to compliance department for processing.
- Assist Manager in reviewing mortgage and security documentation, maintaining deadlines, and following up with issuer/borrower as required.
- Support the Manager in special projects and process initiatives.
- Store, update and maintain databases
- Work with online accounts and systems
- Answer inquiries from clients and other company personnel
- Co-ordinate administrative services
- Co-ordinate work activities with other departments
- Establish work priorities and ensure procedures are followed and deadlines are met
- Disburse trust monies
Experience and specialization
Computer and technology knowledge
- MS Office
- Data administration
Area of specialization
- Wealth management
- Accounting
Additional information
Work conditions and physical capabilities
- Fast-paced environment
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Judgement
- Organized
- Team player
Benefits
Health benefits
- Disability benefits
- Health care plan
Other benefits
- Other benefits
How to apply
Direct Apply
By Direct Apply
By email
aalfer@westernpacifictrust.com
How-to-apply instructions
Here is what you must include in your application:
- Cover letter
This job posting includes screening questions. Please answer the following questions when applying:
- Are you authorized to work in Canada?