Job details

Location 121 King St W #300, Toronto, ON suite 300 Toronto , ON M5H 3T9

Work location Hybrid

Salary 75,000 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

Develop financial plans for clients

Review and examine financial services and institutions to ensure compliance with governing legislation and regulation

Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Work conditions

Fast-paced environment

Work under pressure

Large caseload

Personal suitability

Accurate<...