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SalaryTitle: Trust Administrator
Industry: Finance
Location: Calgary, AB
Salary: 55-60,000K Salary, + Benefits
Our client is a global private bank and asset manager specializing in personalized wealth management solutions. Our client offers expertise in Asset Management. Planning, Structuring & Trust, and providing a unique blend of global capability and personal service.
The Trust Administrator role involves supporting Senior Trust Officers in efficiently managing and administering an assigned portfolio of Trust and Estate accounts. The role demands meticulous attention to detail and effective teamwork skills to ensure accurate and timely administration.
Responsibilities:
Key Competencies and Skills
Contact Deanna Lowe at dlowe@talentsphere.ca
LI-TS1
TSSHP
Industry: Finance
Location: Calgary, AB
Salary: 55-60,000K Salary, + Benefits
Our client is a global private bank and asset manager specializing in personalized wealth management solutions. Our client offers expertise in Asset Management. Planning, Structuring & Trust, and providing a unique blend of global capability and personal service.
The Trust Administrator role involves supporting Senior Trust Officers in efficiently managing and administering an assigned portfolio of Trust and Estate accounts. The role demands meticulous attention to detail and effective teamwork skills to ensure accurate and timely administration.
Responsibilities:
- Assist Senior Trust Officers in Trust and Estate Administration, including document preparation and proactive management of account processes.
- Maintain timely communications via written, verbal, and electronic channels with internal and external stakeholders.
- Ensure al trust administration aligns with governing documents, legislation, client requirements and group policy.
- Deliver exceptional service to clients and team members while prioritizing operational efficiency.
- Aid Senior Trust Officers in addressing client inquiries.
- Maintain accurate account information in internal systems.
- Contribute to a collective team environment.
Key Competencies and Skills
- Ability to work independently and with minimal supervision.
- Strong team player with effective collaborative skills
- Exhibits sound judgment and decision-making abilities.
- Thrives under pressure and deadline driven.
- Exceptional organizational skills with acute attention to detail.
- Post-secondary education or equivalent qualification
- 2-5 years of experience in the trust industry, trust investments, legal or client services
- Excellent written, verbal and electronic communication skills.
- Ability to work effectively and professionally with clients and colleagues.
Contact Deanna Lowe at dlowe@talentsphere.ca
LI-TS1
TSSHP
