Trust Administrator
Core
Provides high quality sales and service to Trust & Estate clients, delivering technical expertise for account management and administration to ensure compliance.
Role type
Trust Administrator (Wealth Sales & Service)
Builds
Trust & Estate accounts and client relationships
Domain
Financial Services / Wealth Management / Trust & Estate
Required skills
Trust industry experience, Estate and Trust product knowledge, Securities certification, Compliance knowledge, Trade order management, Financial reporting, Asset reconciliation, Risk management, Analytical problem solving
Preferred skills
Post-secondary degree in related field, Verbal and written communication, Organization, Collaboration
Technologies
N/A
Responsibilities
Prepare new business proposals and presentations for clients, Coordinate and execute strategic initiatives, Perform set up and maintenance of Trust & Estate accounts, Process trade order management activities, Support audits and compliance reviews, Provide administrative support including financial reports and asset reconciliation, Escalate irregularities and discrepancies to management, Apply Risk Management Framework to protect bank assets
Seniority
Mid-level (2-3 years experience)